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 RBC Brewin Dolphin in 1998. It was seen as a merger of two like-minded firms. We have a large team of investment management and financial planning experts based at our office in Newcastle city centre.

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.

What RBC Brewin Dolphin can do for you

Our specialist team of investment management and financial planning experts 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.

Services for intermediaries

Whether your clients are investing to fund their retirement, cover education costs or help the next generation, we’ll support you in helping them achieve their ambitions – as well as your own. We offer a range of services to help you meet the needs of each client including:

  • Discretionary Fund Management (DFM) – Builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
  • More than 1,000 advice firms have signed up to use our MPS, attracted by strong investment performance and a constant focus on client satisfaction.
  • Our Voyager fund range follows the investment approach of MPS, but in a unitised structure.

Investment services for charities

Helping charities to achieve their investment goals has been a core part of RBC Brewin Dolphin’s business for more than 65 years.

  • Investment Management – We know every charity is different, so we take the time to understand each organisation’s unique circumstances, financial objectives and risk appetite, before building a portfolio tailored to its specific needs.
  • Reporting & Administration – You need the highest standards of reporting and portfolio analysis to carry out your legal duties as a trustee. We will work closely with you to ensure that you have all the information you need and fully understand the implications of any investment decisions taken.

How to get to the office

Our office is located in Newcastle city centre, an 11-minute walk from Newcastle (NCL) railway station. “

Key Contacts

Private Client

Lucie Gordon

Head of Office (Newcastle)

Intermediaries

David Mock

Business Development Manager

Charities

Campbell MacLachlan

Senior Investment Manager – Divisional Director

Anna McCready

Investment Manager – Assistant Director

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The value of investments and any income from them can fall and you may get back less than you invested.