David de Kretser is joining Brewin Dolphin to head up its new Winchester office. David will join the company from Basingstoke-based IFA firm Aylwin Limited that Brewin Dolphin is acquiring for an undisclosed sum. The two financial advisers and support staff will move into Brewin Dolphin's new Winchester office after the deal completes in early 2019.
In a letter to his existing clients, David de Kretser said: 'I am pleased to tell you that my co-director Derek Langton and I will continue to look after your financial planning needs from Brewin Dolphin's new offices in Winchester. In future, you will benefit from the broader support and resources of Brewin Dolphin including the insight of their in-house research team.'
Jonathan Tweedie, Regional Director at Brewin Dolphin said: 'We are delighted to welcome David and his team to Brewin Dolphin and to announce David as head of our new Winchester office. He has a proven track record of providing excellent client outcomes and leading a high performing financial services business. I'm sure he'll be a success as he heads up the already strong team.
'We're seeing an increasing need for trusted and expert advisers to take the strain from those who need help with their finances in these uncertain times. We serve the financial needs of our local clients, with the strength and influence of the Brewin Dolphin name behind us.'
Brewin Dolphin moved its Bournemouth office to Winchester earlier this month to further grow its business in the South of England. The existing client-facing team includes Adam Jarvis, Hannah Dampney and Matthew Lyth that are now in the new office at 46 Jewry Street, Winchester. The company has 30 offices across the UK, Dublin and Jersey.
The acquisition is subject to regulatory approval.
For further information, please contact:
Richard Janes email@example.com Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Payal Nair firstname.lastname@example.org Tel: +44 (0) 20 3201 3342
FTI Consulting: email@example.com / Tel: (0)20 33195642
NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £42.8* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of over 80,000 account holders 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 £37.6* billion on a discretionary basis.
Our intermediary business manages over £12* billion of assets for over 1,000 advice firms either on a discretionary basis or via its Managed Portfolio Service.
In line with the premium we place on personal relationships, we've built a network of 30 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. The value of investments and any income from them can fall, and clients may get back less than they invested.
*as of 30th September 2018
Press release distributed by Pressat on behalf of Pressat Wire, on Thursday 13 December, 2018. For more information subscribe and follow https://pressat.co.uk/