Our heritage in Newcastle goes back over a century and can be traced back to the partnership of Frederic Wise and Herbert Benjamin Speke, established in 1903. When Wise Speke was acquired by Brewin Dolphin in 1998 it was seen as a merger of two like-minded firms – both sharing a commitment to exceptional personal attention, while actively helping clients to achieve their long-term goals.
We have a large team of investment management and financial planning experts based at our office in Newcastle city center. From here, we offer an extensive range of investment management advice that spans portfolio creation, ISAs and other tax-efficient investments, charity fund management, pensions and the mitigation of inheritance tax. Our highly qualified and experienced financial planning team can also help you to develop a sound strategy for managing your financial affairs and safeguarding your long-term wealth.