29 October 2020
Brewin Dolphin’s Bristol office has added to its financial planning team with the hire of Jonathan May (pictured) as a financial planner. He is one of several new hires at the office helping to meet the financial planning needs of both existing and new clients.
Jonathan has over 27 years of experience and joins Brewin Dolphin from Hargreaves Lansdown where he was a senior adviser helping high-net-worth individuals and businesses with a range of complex financial planning matters. He began his career at Equitable Life Assurance Society.
He is a Fellow of the Personal Finance Society and a certified financial planner awarded by the Chartered Institute for Securities and Investment.
Tom Miller, head of office, Brewin Dolphin Bristol, said: “Jonathan is a fantastic addition to our team in Bristol, as he brings strong financial planning experience coupled with the ability to nurture long-standing, trusted client relationships. The Bristol office has had a busy year helping our clients through the volatility we have seen recently. The company has adapted very well to home working and has ensured that clients’ needs have remained at the forefront during this time.”
Jonathan May, financial planner, added: “Brewin Dolphin is a company with a long heritage and a trusted reputation in the industry, and so I am thrilled to have joined the Bristol team. As people in Bristol, and indeed across the UK, grapple with the uncertain times we are currently in, I hope to help more people to effectively plan and manage their finances.”
-ENDS-
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
NOTES TO EDITORS
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 (Financial Services Register reference number 124444)
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £46.7* 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 £40.6* billion on a discretionary basis.
Our intermediary business manages £14.2* 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 33 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 2020