Siân Robertson: [email protected] / Tel: +44 (0) 20 3201 3026 | We are one of the UK's leading wealth managers. 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. Divisional Director at Brewin Dolphin Newcastle upon Tyne, United Kingdom Investment Management. Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444). Wealth manager Brewin Dolphin has appointed Lucie Gordon as its new head of office for Newcastle. We have strong and sustained client satisfaction in both of our last annual surveys. 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. The regular Brewin Investment Training Conferences are hosted by a range of leading asset managers. Lucie will conduct her head of office duties in conjunction with her existing role as head of intermediary sales. 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. Registered in England and Wales - company number: 2135876. Robyn became Office Manager for the Newcastle Front Office in 2018 after six years at Brewin Dolphin. 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 focus on discretionary investment management has led to significant growth in client funds and we now manage £40.6* billion on a discretionary basis. These events are educational and qualify for structured CPD points. There are opportunities for careerdevelopment across whole business in the UK, allowing you tomake a real difference as the company grows and prospers. 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. Office Administrator Brewin Dolphin (Former Employee) - Newcastle upon Tyne - 11 November 2020 Started working here in 2007 and the work atmosphere was great. Sign up online. Sign up to get notified as soon as new Brewin Dolphin Newcastle upon Tyne, England jobs are … In his spare time he exercises his 2 cocker spaniels, and tries to garden, though not at the same time. A qualified and experienced financial planning team also helps clients to plan and manage their long-term financial needs. Receive email updates with views from Brewin Dolphin and information on our products and services. 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. Brewin Dolphin Limited GIIN: 6J5L79.00000.LE.826. I also sit on the management committee of the Cardiff office. Wealth manager Brewin Dolphin has appointed Lucie Gordon as its new head of office for Newcastle. Brewin Dolphin has appointed new office heads in Newcastle and Belfast, with the current leader of the former branch set to depart. The value of investments and any income from them can fall and you may get back less than you invested. He offers a breadth of experience from managing multi-asset class portfolios for individuals, trustees, charities and pension funds. 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