1 November 2017
Brewin Dolphin, one of the UK’s leading independently-owned providers of discretionary wealth management, has promoted experienced financial planner Lee Clark as head of the company’s office in Reigate.
Lee joined Brewin Dolphin in 2015 and has over 20 years’ experience in financial services including working for London based Private Bank Arbuthnot Latham and the independent arm of the Royal Bank of Scotland after starting his career with Aviva. He is an individual Chartered Member of the Chartered Institute of Securities & Investment (CISI) and has a BA (Hon’s) in Banking Insurance & Risk Management and is currently studying for an MSc in Financial Planning and Business Management.
Lee specialises in advising ultra and high net worth clients on a variety of complex planning needs, including portfolio construction, pension transfer, estate planning and later life planning and will be supported in his running of the office by Paul Cannons and Nigel Steers.
Commenting on his appointment, Lee Clark said: “We are finding that there is an increasing need for trusted expert advice regarding people’s finances especially set against the current political and economic backdrop. The Reigate office already has an outstandingly professional and well established team who are well placed to help our clients deal with these current issues and I look forward to driving this forward.”
Disclaimer:
- 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