Brewin Dolphin acquires Hampshire IFA to head new office

Wealth manager Brewin Dolphin has acquired a Hampshire-based IFA firm Allwin Tax Planners and Portfolio Managers to join its recently opened Winchester office for an undisclosed sum.

Allwin’s team, comprising of two planners and support staff, will move to Brewin’s Winchester office upon the deal’s completion in 2019.

Allwin co-director David de Kretser wrote it a letter to his existing clients that he and co-director Derek Langton will continue to serve their customers from the Brewin offices in Winchester, which are some 20 miles away from their current Basingstoke base.

In the letter, David de Kretser said: “In future, you will benefit from the broader support and resources of Brewin including the insight of their in-house research team.”

Brewin opened its office in Sunley House, Jewry Street, Winchester earlier this month, after relocating its Bournemouth office there to strengthen its presence in South of England.

Brewin Dolphin financial planning income jumps 18%

De Krester will now become the head of the Winchester office.

Robert Carroll, who had previously headed Brewin Dolphin’s Bournemouth office joined the Southampton-based investment management firm Raymond James Investment Services in October as a chartered wealth manager, according to his Linkedin profile.

Brewin Edinburgh regional director Jonathan Tweedie says: “We are delighted to welcome David and his team to Brewin and to announce David as head of our new Winchester office.

“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 has 30 offices across the UK, Jersey and Dublin.

Recommended

AJ Bell shares jump 25% on IPO

Investment platform provider AJ Bell’s shares have jumped 25 per cent after listing on the London Stock Exchange this morning. The price per ordinary share was set at 160 pence, making the firm’s market capitalisation approximately £651m at the beginning of conditional trading. By 8.30am shares had hit 205 pence. The Manchester-based company is floating 108,264,032 ordinary shares, […]

Ros Altmann
11

Ros Altmann: Net pay injustice must end now

Auto-enrolment is a much-celebrated success, with around 10 million workers now belonging to pension schemes chosen by their employers. Unfortunately, however, the complexities of pension administration have created a major problem that has the potential to undermine confidence in it. The last thing we need is another pensions scandal splashed across the front pages. Pension […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com