Brewin Dolphin, one of the UK’s leading wealth managers, has opened an office in the heart of Norwich.
The modern, agile, working environment on St Andrews Hill enhances the services that Brewin Dolphin provides, offering wealth management services to private clients, corporates, trusts and charities, working closely with local Independent Financial Advisors (IFA) and other professionals.
The opening reinforces Brewin Dolphin’s commitment to East Anglia, which is underpinned by continuing support for local events and charitable causes, including the Royal Norfolk Show, and the Norfolk & Norwich Festival.
Andrew Wheeler, Head of Brewin Dolphin East Anglia, said: “The business has come a long way over the last five years, and through improvements in our technology we are able to operate more flexibly in the heart of Norwich.
“We can use this agile workspace to focus our time, hosting meetings with our clients and building our professional service relationships and contacts.”
He adds that neighbouring businesses have been “extremely welcoming”. “The location is in the heart of the business community in Norwich, so a stone’s throw away from companies who we have built our relationships with. We are certainly seeing a pick-up in enquiries from business owners and employees around pensions and tax-efficient investment, post the election” he said.
Brewin Dolphin’s offices in East Anglia have strategic partnerships with many professionals from the region, building on the firm’s more than 250 years of heritage. The team includes experienced investment managers who are focused on delivering individual advice tailored to their clients’ personal ambitions and attitude to risk.
The value of investments and any income from them can fall and you may get back less than you invested.
Please note that this article was prepared as a general guide only and does not constitute tax or legal advice. While we believe it to be correct at the time of writing, Brewin Dolphin is not a tax adviser and tax law is subject to frequent change. Tax treatment depends on your individual circumstances; therefore, you should not rely on this information without seeking professional advice from a qualified tax adviser.
The information contained in this publication is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness. The opinions expressed in this publication are not necessarily the views held throughout Brewin Dolphin Ltd.