We have a large team of investment management and financial planning experts based at our office in Newcastle city centre. From here, we offer an extensive range of investment management advice that spans portfolio creation, ISAs and other tax-efficient investments, pensions and the mitigation of inheritance tax.
Our highly qualified and experienced financial planning team can also help you to develop a sound strategy for managing your financial affairs and safeguarding your long-term wealth.
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William Baker Baker
Head of Office
T: 0191 279 7300
William Baker Baker joined Wise Speke in 1987 (the company became part of Brewin Dolphin in 1998), training in the Newcastle office before moving to Teesside in 1989. Prior to Wise Speke, he spent ten years in the Armed Forces, serving in Northern Ireland, Cyprus, Canada, Germany and the UK. He was Chairman of the Darlington Building Society from 1998 to 2009 and is a Chartered Fellow of the Chartered Institute for Securities & Investment. William manages portfolios for private clients, trusts and charities and was promoted to Regional Director in 2011. In June 2013 he moved to the Newcastle office and in October he assumed the position of Head of Office.
Give us a call
0191 279 7300
Time Central, Gallowgate, Newcastle upon Tyne, NE1 4SR