Brewin Dolphin, the largest independent private client portfolio
manager in the UK, is pleased to announce the arrival of a new team
at its Taunton office in Mendip House, High Street, Taunton. This
development brings the total number of staff in Brewin
Dolphin’s Taunton office to 24, which includes five
Divisional Directors. This latest development in Taunton follows
the new financial services team, of six qualified Financial
Advisors, who joined the office at the end of last year.
The new Investment Management team will be headed by Divisional
Director, Charlie Bracher who brings with him four colleagues
including Frank Clark (Investment Manager); Diane Harding
(Investment Assistant) and Max Luxton and Kim Norman who will both
be assisting the team with Administration. Mr Bryn Wright is
expected to join the team in Taunton as a Divisional Director, as
soon as he is free to do so.
Brewin Dolphin manages approximately £20 billion of funds
from 39 offices, of which £10.4 billion is on a discretionary
basis. The Taunton Office of Brewin Dolphin became part of the
Group in 2000. The four original Divisional Directors in Taunton
have worked together since 1994 under the leadership of Terry Leach
and have established an excellent team.
All Divisional Directors seek to provide a personal service to
their clients, managing mainly bespoke portfolios for individuals,
charities and fellow professionals. Brewin Dolphin prides itself in
paying special attention to its clients’ individual
requirements, including their tax affairs and their pensions.
Terry Leach, Head of the Taunton office, said:
"The appointment of Charlie Bracher and his team is fantastic
news for Brewin Dolphin. It will further enhance our wealth of
knowledge in the office and strengthen our status in the South
West."
For more information, please contact:
Terry Leach, Director, Brewin Dolphin on 0845 2131830
or the Press Office on 0845 213 3026