Originally established in 1863, the Plymouth office has been through many mergers and takeovers over the years and joined Brewin Dolphin in 2007. The Plymouth team of highly qualified investment managers has worked together for a long time and between them have more than 100 years of experience in investment management and stockbroking.
We provide a personal and bespoke service, with expertise in the following areas:
discretionary portfolio management
charities investment management
SIPP/pension and income drawdown management
services for professional intermediaries
a wide range of financial planning areas including protecting your family and business, pensions, savings, tax planning, and retirement planning
We are hosting three seminars near our Plymouth office which will aim to help you make more of your income now and pay less to the taxman later.
Give us a call
01752 334 650
Ashleigh Court, Ashleigh Way, Langage Business Park, Plymouth, PL7 5JX
Head of Office
T: 01752 334674
After leaving university in 1978, Brian James began his financial career at KPMG as a Junior Auditor, soon rising to the position of Audit Senior. Following a long period of successful career progression, Brian joined Gerrard in 2003 and qualified as a Chartered Financial Planner in 2007. He left what became Barclays Wealth in 2008 when he went on to join Brewin Dolphin’s Nottingham office. In 2011, Brian moved to Brewin Dolphin Plymouth to take up the role of Head of Office. He specialises in financial planning and is a member of the Group’s Financial Planning Business Action Committee.