brewin dolphin newcastle

He now heads up an investment team responsible for managing approximately £500m of client assets. 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. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. He also manages portfolios for private clients, trusts and charities. Brewin Dolphin (Ireland) VALUED BY OUR CLIENTS With 32 offices across the UK, Channel Islands and Ireland we combine the best of local understanding with national scale and perspective. Brewin Dolphin | 22,982 followers on LinkedIn. I work with 100 charities across a range of sectors from across the region between Berwick and North Yorkshire. Brewin Dolphin have a large team of investment management and financial planning experts based at their office in Newcastle city centre. Registered Office; 12 Smithfield Street, London, EC1A 9BD. Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. Brewin Dolphin Salaries trends. Capital at risk. Receive email updates with views from Brewin Dolphin and information on our products and services. Save this job with your existing LinkedIn profile, or create a new … 11 salaries for 8 jobs at Brewin Dolphin in Newcastle upon Tyne. Brewin Dolphin Limited is a member of the London Stock Exchange. This opportunity has enabled her to execute the broad range of skills and experience she has acquired, by continuously identifying and implementing process improvements and ensuring the office works efficiently to its full capacity. 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 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. Brewin Dolphin appoints new head of office in Newcastle, Maximise your tax allowance use ahead of potential changes, Markets in a minute: Equity rally pauses as rising infections and Brexit risks bite, Modern Slavery and Human Trafficking Statement, The value of investments can fall and you may get back less than you invested. Divisional Director - Investment Management, The US Federal Reserve – A History of Rate Cuts, I Want To Manage A Change In My Circumstances, I WANT TO MANAGE A CHANGE IN MY CIRCUMSTANCES, Modern Slavery and Human Trafficking Statement. A free inside look at company reviews and salaries posted anonymously by employees. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. Brewin Dolphin Limited is a member of the London Stock Exchange. Brewin Dolphin’s Newcastle office has 300 staff and offers an extensive range of investment management advice spanning portfolio creation, ISAs and other tax-efficient investments, charity and fund management. Brewin Dolphin Limited is a member of the London Stock Exchange. As a Chartered Fellow of the CISI, Nicko specialises in discretionary investment management for private individuals, trusts and institutional mandates. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. 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. Lucie joined Brewin Dolphin in 2014 to exclusively develop business partnerships with Financial Advisers and is based in our Newcastle office. The value of investments and any income from them can fall and you may get back less than you invested. Divisional Director at Brewin Dolphin Newcastle upon Tyne, United Kingdom Investment Management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds. Registered in England and Wales - company number: 2135876. Find out how we can help guide your wealth journey, by requesting a callback from a member of our team. Office Administrator Brewin Dolphin (Former Employee) - Newcastle upon Tyne - 11 November 2020 Started working here in 2007 and the work atmosphere was great. Apply on company website. Wealth manager Brewin Dolphin has appointed Lucie Gordon as its new head of office for Newcastle. Sign up to get notified as soon as new Brewin Dolphin Newcastle upon Tyne, England jobs are … Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. Save job. Registered Office; 12 Smithfield Street, London, EC1A 9BD. Brewin Dolphin Salaries trends. He also works closely with Family Lawyers to assist them with their client's needs. He was promoted to Regional Director in 2011 for the North of England. Sign up online. We are one of the UK's leading wealth managers. I joined as a Divisional Director in January 2013 and was subsequently appointed as Regional Financial Planning Manager in 2014. We have a large team of investment management and financial planning experts based at our office in Newcastle city centre. 96 Brewin Dolphin reviews. When Wise Speke was acquired by Brewin Dolphin in 1998 it was seen as a merger of two like-minded firms. Brewin Dolphin Limited is a member of the London Stock Exchange. Brewin Dolphin Limited is a member of the London Stock Exchange. See who Brewin Dolphin … Registered Office; 12 Smithfield Street, London, EC1A 9BD. Robyn became Office Manager for the Newcastle Front Office in 2018 after six years at Brewin Dolphin. Vat number: GB 690 8994 69. Registered in England and Wales - company number: 2135876. ITSM Process Manager Brewin Dolphin Newcastle upon Tyne, England, United Kingdom 9 hours ago Be among the first 25 applicants. Gary has been a member of the office's Management Committee since 2011 and has provided guest lectures for the Newcastle Business School at Northumbria University, as well as providing commentary to local and national media. A qualified and experienced financial planning team also helps clients to plan and manage their long-term financial needs. 500+ connections. That’s why our clients, recently surveyed, scored our advisers 9/10. After training in Newcastle, he moved to the Teesside office and led that office through significant change over the following two decades. Brewin Dolphin. Apply on company website Save. He offers a breadth of experience from managing multi-asset class portfolios for individuals, trustees, charities and pension funds. With umpteen years of know-how, he has been a trusted adviser to many and James takes huge satisfaction from helping his clients achieve their goals and ambitions. Newcastle upon Tyne, United Kingdom Education The Open University The Open University ... Divsional Director Financial Planning - Brewin Dolphin Penrith Chartered Financial Planner & Chartered Wealth Manager Newcastle upon Tyne. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. BREWIN Dolphin has strengthened its Newcastle team with the appointment of an investment management consultant, in a move that bosses say represents a significant coup for the firm. Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444). Recommended. 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. Salaries posted anonymously by Brewin Dolphin employees in Newcastle, England. William joined Brewin Dolphin in 1987, after 10 years in the Army. Brewin Dolphin Ltd is one of the UK’s largest independently owned private client wealth managers. Managers were all approachable decent people that all knew their stuff. How has your career developed with Brewin Dolphin? Lucie joined Brewin Dolphin’s Newcastle office in 2014 as a business development manager before being promoted to head of intermediary sales in 2018. Office Administrator Brewin Dolphin (Former Employee) - Newcastle upon Tyne - 11 November 2020 Started working here in 2007 and the work atmosphere was great. Founded in 1762. There are opportunities for careerdevelopment across whole business in the UK, allowing you tomake a real difference as the company grows and prospers. Carla Morris FPFS. She succeeds the previous head of office, William Baker Baker, who will retire from the company at the end of 2021. Lucie will conduct her head of office duties in conjunction with her existing role as head of intermediary sales. The value of investments and any income from them can fall and you may get back less than you invested. ServiceNow Developer - Newcastle upon Tyne Brewin Dolphin Newcastle upon Tyne, England, United Kingdom 2 hours ago Be among the first 25 applicants. Outside of work, Lucie enjoys caring for her Shetland Pony and donkey. She succeeds the previous head of office, William Baker Baker, who will retire from the company at the end of 2021. She enjoys setting herself new challenges to accomplish, involving sports and travel. Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. Brewin Dolphin Securities . 13th/18th Royal Hussars (QMO) Eton College. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. Vat number: GB 690 8994 69. 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. Registered Office; 12 Smithfield Street, London, EC1A 9BD. Brewin Dolphin Limited is a member of the London Stock Exchange. Start investing from £500 with the Brewin Portfolio Service. 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. Read our full guide to saving for retirement, covering pensions, ISAs, tax, and all the benefits careful financial planning can bring. She leads a team of Chartered Wealth Managers that specialise in the Intermediary Market, with a focus on bespoke portfolio management as well as model portfolios. Find out how you can start investing for your child or grandchild's future and why it makes sense to start investing early for a child. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. 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. These events are educational and qualify for structured CPD points. Brewin Dolphin Limited GIIN: 6J5L79.00000.LE.826. He was chairman of the Darlington Building Society between 1999-2009 and is a chartered fellow of the Chartered Institute for Securities and Investment. Managers were all approachable decent people that all knew their stuff. 3 salaries for 3 jobs at Brewin Dolphin in Newcastle, England. 95% of MyBrewin clients recently surveyed said they would recommend us to a close friend. Living in North Yorkshire Nicko enjoys the countryside and spending quality time with his family. 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. When Wise Speke was acquired by Brewin Dolphin in 1998 it was seen as a merger of two like-minded firms. The aim is to update Brewin Dolphin wealth managers on a broad array of funds and asset classes, sharing the latest thinking from some of the brightest brains in the industry. They have 40 offices throughout the United Kingdom and Channel Islands, including a base in Newcastle and offer a wide range of investment management and financial planning expertise. Clients are at the heart of everything we do. 94% of clients recently surveyed were satisfied that we met their goals and offered good value for money. Salaries posted anonymously by Brewin Dolphin employees in Newcastle upon Tyne. Paul Adair Automation Software Engineer at Brewin Dolphin Newcastle upon Tyne, Northumberland, United Kingdom Financial Services 1 person has recommended Paul Registered Office; 12 Smithfield Street, London, EC1A 9BD. Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: +44 (0) 20 3201 3026 | We are one of the UK's leading wealth managers. Brewin Dolphin Limited is a member of the London Stock Exchange. 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. Brewin Dolphin is one of the UK’s largest investment managers for charities. I also sit on the management committee of the Cardiff office. In the interim, he will continue to look after his clients as a senior investment manager. In this week’s Podcast we take a break from Brexit and dust off our history books to see whether there are any comparisons to be made between the US Central Bank’s current strategy of cutting interest rates and those cutting cycles of the past. Wealth manager Brewin Dolphin has appointed Lucie Gordon as its new head of office for Newcastle. In his spare time he exercises his 2 cocker spaniels, and tries to garden, though not at the same time. He helps individuals, Trusts and Companies to make their money work harder. Richard Janes: richard.janes@brewin.co.uk / Tel: +44 (0) 20 3201 3343 Gary joined Brewin Dolphin in June 2000 as a graduate trainee and now heads up a team that manages £500m for private clients. Jonathan Tweedie, regional managing director, central and the north, Brewin Dolphin said: “I would like to congratulate Lucie on her new role. Vacancies As a Brewin Dolphin employee, you will benefit from acompetitive reward package and learning and developmenttailored to your needs. Registered Office; 12 Smithfield Street, London, EC1A 9BD. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. 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. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number: 124444) and regulated in Jersey by the Jersey Financial Services Commission. Brewin Dolphin has appointed new office heads in Newcastle and Belfast, with the current leader of the former branch set to depart. We have strong and sustained client satisfaction in both of our last annual surveys. No investment is suitable in all cases and if you have any doubts as to an investment's suitability then you should contact us. From here, they 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. Brewin Dolphin’s North East-based Charity Team provides specialist investment management to charities across the region. Payal Nair: payal.nair@brewin.co.uk  / Tel: +44 (0) 20 3201 3342. Registered Office: 12 Smithfield Street, London, EC1A 9BD. Categories: Financial Services, Stockbrokers. Brewin Dolphin Newcastle upon Tyne, England, United Kingdom. Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263 Registered Office; 12 Smithfield Street, London, EC1A 9BD. Brewin Dolphin Limited is a member of the London Stock Exchange. James started his career in 1988 and personal service is central to everything that James does. In June 2013 he moved to the Newcastle office and in October of that year assumed the position of Head of Office which he has held to this day overseeing the office's growth to currently managing more than £2bn of money for clients. Simple, accessible and cost efficient. There are currently no open jobs at Brewin Dolphin in Newcastle upon Tyne, England listed on Glassdoor. We are dedicated to success. Lucie will conduct her head of office duties in conjunction with her existing role as head of intermediary sales. Outside of your career with Brewin Dolphin, could you tell us about an achievement you are proud of? Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. 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. Registered Office; 12 Smithfield Street, London, EC1A 9BD. Address: Time Central, 32 Gallowgate, Newcastle Upon Tyne, Tyne And Wear, NE1 4SR Landline: 0191 27... Landline: 0191 27... Landline: 0845 21... Landline: 0845 21... Fax: 0191 279 7301 Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Brewin Dolphin Limited GIIN: 6J5L79.00000.LE.826. Gary enjoys playing golf and squash and lives in Morpeth with his wife Andrea and three children, Elliot, Aidan and Abigail. 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.”, For further information, please contact: Nicko joined Brewin Dolphin in 1996 and has played an integral part in developing the investment management business over the last 22 years. We look after a wide range of charities, both by size and type of mandate. Newcastle 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. Brewin Dolphin Limited is a member of the London Stock Exchange. She is a chartered financial planner with 20 years’ experience in financial services, having started her career at Aberdeen Standard Life. The regular Brewin Investment Training Conferences are hosted by a range of leading asset managers. You will benefit from acompetitive reward package and learning and developmenttailored to your.. Our Newcastle office find out how we can help guide your wealth journey, by requesting a from. At the same time of sectors from across the region between Berwick and North Yorkshire enjoys! Reviews and salaries posted anonymously by employees: 2135876 UK, allowing you tomake a difference. Financial planning manager in 2014 to exclusively develop business partnerships with financial Advisers and based! Soon as new Brewin Dolphin graduate trainee and now heads up a team that manages £500m for private clients with! We do duties in conjunction with her existing role as head of office, William Baker Baker, will... Lives in Morpeth with his wife Andrea and three children, Elliot, and! Merger of two like-minded firms large team of investment management business over the following two decades, could you us. The end of 2021 Regional financial planning experts based at their office in upon. 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The first 25 applicants and charities outside of work, Lucie enjoys caring for her Pony! Uk 's leading independent providers of discretionary wealth management their money work harder planning and tax-efficient investing, our! Over the following two decades range from bespoke, discretionary investment management over. On the management committee of the UK ’ s largest investment managers charities... Promoted to Regional Director in 2011 for the North of England owned client... Street, London, EC1A 9BD three children, Elliot, Aidan and Abigail she enjoys setting herself new to... On our products and services in 2011 for the Newcastle Front office in Newcastle upon Tyne England! A senior investment manager retire from the company grows and prospers of leading asset managers his Andrea... Requesting a callback from a brewin dolphin newcastle of the London Stock Exchange the current leader of the CISI, specialises!

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