19 August 2019
Brewin Dolphin, one of the UK’s leading wealth managers, continues its expansion plans with the announcement that it has today opened an office in Royal Tunbridge Wells, Kent.
Lee Clark, the head of office for Reigate, will manage both offices. Some employees from Reigate and the London office will re-locate to the new office to look after existing local clients and offer our financial planning and investment management advice to new clients looking to grow and protect their wealth.
Lee Clark, head of office, Brewin Dolphin said: “We are thrilled to open up in Royal Tunbridge Wells to serve the financial needs of those in the area. 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 look forward to becoming a part of the local community.”
William Hepburne-Scott, regional director, Brewin Dolphin, said: “The advice gap is real, and changes such as pension freedoms have meant seeking advice at key moments in your life has never been more important. We look forward to helping new clients in the South-East from our new office.”
NOTES TO EDITORS
In May, Brewin Dolphin announced the purchase of Investec’s Irish wealth management business that is being integrated into its existing Irish business.
In April, it announced the purchase of an established IFA business in Bath that became Brewin Dolphin’s office in the city in August.
In December 2018, it opened its Winchester office.
You can read each of these press releases at the Media Centre: https://www.brewin.co.uk/group/media/news-comments
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
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
Camarco: brewin@camarco.co.uk / Tel: +44 (0)20 3757 4980
Disclaimers:
The value of investments can fall and you may get back less than you invested
Brewin Dolphin is authorised and regulated by the FCA
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £44.1* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients 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 £39.1* billion on a discretionary basis.
Our intermediary business manages over £13* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service.
In line with the premium we place on personal relationships, we’ve built a network of 31 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.
*as at 30th June 2019