17 October 2017
Brewin Dolphin, one of the UK’s leading independently-owned providers of discretionary wealth management, has promoted experienced financial planner Tom Miller as head of the company’s office in Bristol.
Tom has been with Brewin Dolphin since 2012 and has over 11 years’ experience in financial services, focusing on understanding individual client needs and helping to manage their wealth. He is a chartered financial planner and fellow of the personal finance society.
Tom has been instrumental in the successful offering of financial planning to clients in the South West and in his new role he will be leading the office into further growth and development. Tom will be supported by Alex Barrell, who has stepped down from the head of office role, and the 20 strong team in Bristol.
Commenting on his appointment, Tom Miller said: “Peoples’ financial lives have become more complex, increasing the need for trusted, expert advisers to take the strain from those who need help with their finances. The pension freedoms have also reignited retirement savings questions and added complexity and confusion for many. I am therefore thrilled to be heading up the Bristol office as we already have an outstandingly professional and well established team who are well placed to help our clients deal with these current issues amongst the political and economic uncertainty”.
• The value of investments and any income from them can fall and you may get back less than invested
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk Tel. +44 (0) 20 3201 3343
Payal Nair payal.nair@brewin.co.uk Tel: +44 (0) 20 3201 3342