17 December 2018
Brewin Dolphin, one of the UK’s leading wealth management companies, has successfully completed the relocation of its Bournemouth office to a larger, modern office in the heart of Winchester city centre. The newly refurbished office at Sunley House, 46 Jewry Street had its official opening on 12th December with a festive-themed drinks reception on the premises.
Jonathan Tweedie, Regional Director, Brewin Dolphin said: “We moved our Bournemouth office to a larger base in Winchester with the intention of growing our presence in the South of England and to better serve the needs of our valued clients.
“We’re seeing an increasing need for trusted and expert advisers to take the strain from those who need help with their finances in these uncertain times. We serve the financial needs of our local clients, with the strength and influence of the Brewin Dolphin name behind us.”
Brewin Dolphin announced last week that it is appointing a new head office for Winchester called David de Kretser, who will join from Basingstoke-based IFA firm Aylwin Limited that Brewin Dolphin is acquiring. David, his co-director Derek Langton and support staff will move into the new office after the deal completes in early 2019 (subject to regulatory approval).
To mark Brewin Dolphin’s arrival into Winchester, the company is sponsoring the city centre Christmas tree. From left: Matt Lyth, investment manager; Jonathan Tweedie, regional director; Kirsty Simpson, financial planner; Adam Jarvis, investment manager
Drinks reception for clients and financial advisers at Brewin Dolphin Winchester. From left: Kirsty Simpson, financial planner; Adam Jarvis, investment manager; Matt Lyth, investment manager; Duncan Gibson, investment manager.
Photo Credit: Benj Davies
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Payal Nair payal.nair@brewin.co.uk Tel: +44 (0) 20 3201 3342
FTI Consulting: brewindolphinconsumer@fticonsulting.com / Tel: (0)20 33195642
NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £42.8* 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 £37.6* 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 at 30th September 2018