Wealth Management firm, Brewin Dolphin has set its stall out for 2022 with a raft of new appointments and promotions that underline the confidence and ambition of its fast expanding Glasgow office

 

Brewin Dolphin has expanded its Glasgow team with 14 appointments and promotions across its financial planning and investment divisions this year. 

Craig Thomas joins the wealth manager’s financial planning team as a paraplanner, after holding positions at IBC Wealth and Scottish Widows.

Blair Smith, Jenna Nicol, and Courtney McColgan have been appointed associate portfolio managers, with the latter joining from JP Morgan.

Paula Leonard, Darrell Cram, Jake Johnston, Luke Hughes and Claire Griffin join as investment management assistants.

Meanwhile, Euan Devanney and Gillian Costello have been appointed administrators alongside assistant administrators Amy Stevenson, Antonia McMahon, and Sophie Green. 

The new recruits underline Brewin Dolphin’s commitment to investing in its client offering in Glasgow. The wealth manager’s head count in the city now stands at 48 – a record for the office.

Stephen Martin, head of office at Brewin Dolphin Glasgow, said: “As more people seek advice in these uncertain times, our new additions and promotions within the Glasgow team will continue to support our clients in reaching their financial objectives. Each of them brings new skills and experience to our business

“Throughout the challenges of the pandemic, we have remained focused on supporting our clients. 

“With that approach, we have also seen an increase in work coming into the office – particularly from business owners, the intermediaries we work with, and our private clients. 

“We go into 2022 in good shape and with a record head count in Glasgow, underlining our commitment to the city and our client service in Scotland.”

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Fast rising inflation figures underline value of good advice

Earlier this week, inflation hit its highest rate for around a decade reaching 4.2% on the back of increases to energy and fuel costs.

The rise in prices would seem to pave the way for a follow-on rise in interest rates at the Bank of England’s next Monetary Policy Committee meeting in the middle of next month. 

At its November meeting – to the surprise of many pundits – it decided to keep the base rate on hold at a record low of 0.1 per cent.

But with changes on the horizon – and the Covid-19 pandemic still affecting economies across the world – Brewin Dolphin believes it is more important than ever for individuals to take financial advice.

Stephen Martin, head of office at Brewin Dolphin Glasgow, said: “As we approach the end of the year, there are likely to be some big changes to come that will have an impact on people’s finances. 

HeraldScotland:

“Inflation looks set to remain high, at least in the medium term, and an interest rate rise appears a case of when rather than if. 

“This backdrop emphasises why taking financial advice is more important than ever. 

“Our new recruits at Brewin Dolphin Glasgow highlight our commitment to supporting our clients through current uncertainty and volatility, and we would encourage anyone considering taking advice to do so.”