25 September 2018
Brewin Dolphin, one of the UK’s leading wealth managers, is thrilled to announce it is re-locating its Bournemouth office to a brand-new office in Winchester city centre. The office will open in December.
Charles Ferry, managing director of private clients, said: “Continuing our commitment to growth in the South of England, we are excited to take this further with expansion into Winchester. The new office will provide us with the ideal base to build on our success whilst responding to the needs and requirements of our valued clients. The new larger office is positioned to further enhance the quality and depth of service that our clients expect from us.”
Jonathan Tweedie, regional director, said: “Winchester is a wonderful prosperous city within a relatively short distance of Southampton, Portsmouth, Bournemouth, Basingstoke, the New Forest and other thriving towns on the south coast, so when we were looking for a new office it was the obvious place. Clients want to meet their adviser locally face to face, but they also want the support of an award-winning research team and the clout that comes from a national firm with an excellent reputation”.
The client-facing team including Adam Jarvis, Hannah Dampney and Matthew Lyth, offers financial planning and investment management and will move across to the new office at 46 Jewry Street, Winchester. The company is currently recruiting further client-facing professionals for the new office that it expects to announce in due course.
The company has 30 offices in the UK, Dublin and Jersey and the head office is in London at 12 Smithfield Street.
NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £42.3* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of over 80,000 account holders including individuals, charities and corporates.
We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £36.8* billion on a discretionary basis.
Our intermediary business manages over £12* billion of assets for over 1,000 advice firms either on a discretionary basis or via its Managed Portfolio Service.
In line with the premium we place on personal relationships, we’ve built a network of 30 offices across the UK, Jersey and Dublin, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core. The value of investments and any income from them can fall, and clients may get back less than they invested.
*as of 30 June 2018