Brewin Dolphin appoints new head of office in Newcastle

Wealth manager Brewin Dolphin has appointed Lucie Gordon as its new head of office for Newcastle. Lucie will conduct her head of office duties in conjunction with her existing role as head of intermediary sales. She succeeds the previous head of office, William Baker Baker, who will retire from the company at the end of 2021. In the interim, he will continue to look after his clients as a senior investment manager.

Lucie joined Brewin Dolphin’s Newcastle office in 2014 as a business development manager before being promoted to head of intermediary sales in 2018. She is a chartered financial planner with 20 years’ experience in financial services, having started her career at Aberdeen Standard Life.

 

Jonathan Tweedie, regional managing director, central and the north, Brewin Dolphin said: “I would like to congratulate Lucie on her new role. Lucie brings strong leadership skills and expertise in nurturing teams to achieve best outcomes for clients together with an in-depth knowledge of the financial services industry. I look forward to seeing how she will take the role forward and make it her own.”

He added:“I would like to thank William Baker Baker for 33 years of dedication and commitment to his clients in the North East and to Brewin Dolphin. William has guided the Newcastle office during a period of sustained growth and helped to raise the profile of the office locally and nationally.”

Lucie Gordon, head of office, Brewin Dolphin Newcastle, said:“I’m thrilled to be taking up the head of office baton from William Baker Baker, who has done a great job of growing the office and harnessing the vast potential that exists in the North East. I look forward to working closely with the talented and dedicated teams we have at Brewin Dolphin to help more people in the North East to achieve their financial goals.”

-ENDS-

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: +44 (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

NOTES TO EDITORS

Disclaimers: 

• The value of investments can fall and you may get back less than you invested
• No investment is suitable in all cases and if you have any doubts as to an investment’s suitability then you should contact us.
• 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