The Taunton office of Brewin Dolphin became part of the Group in 2000. Four of the divisional directors in Taunton have worked together since 1994 and have established an outstanding team. Three additional Divisional Directors and a Financial Planning team have since joined them.
All divisional directors seek to provide a personal service to their clients, managing mainly bespoke portfolios for individuals, charities and fellow professionals. We all pride ourselves on paying special attention to each client’s individual requirements, including pensions.
If you would like further information or to discuss your own situation, please do contact us either by telephone or email.
Takes place on Friday 1st and Saturday 2nd August and is held in Vivary Park… Read more
Give us a call
01823 445 750
2nd floor Ashford Court, Blackbrook Business Park, Blackbrook Park Avenue, Taunton, Somerset, TA1 2PX
Head of Office
T: 01823 445 750
Chris qualified as a Chartered Accountant with KPMG in 1987 and subsequently worked as an institutional fund manager with both M&G and Foreign & Colonial in London for 20 years. He managed equity portfolios for a range of charities, pension funds and retail funds (unit trusts and investment trusts). Having attended school in Taunton, he moved back to Somerset in 2007, and now invests portfolios for private clients.