View more on these topics

Brewin Dolphin poaches UBS planning head to open new office

Business-Handshake-General-Hire-Appointment-700x450.jpgBrewin Dolphin has poached UBS’ deputy financial planning head Keith Sheenan to bolster its new office in West London.

Sheenan was deputy head of the financial planning team at UBS Wealth Management for seven years, and has almost 20 years of experience in providing wealth planning and holistic financial advice to high net worth private clients in total.

Sheenan is the latest addition to Brewin’s West End office team after former head of portfolio management at rpviate bank C. Hoare and Co Nick Hammond was appointed as operations director in June.

Discretionary wins boost income at Brewin Dolphin

Head of Brewin Dolp[hin’s West End office Simon Blowey says: “We are thrilled that somebody of Keith’s calibre has joined us.

“He has an impressive track record in building strong and trusted relationships with clients, which will assist us as we continue our organic growth strategy, refining proposition and building momentum in our new private client office in the West End”.

Sheehan says: “I’m excited to join Brewin’s new West End office. I’m passionate about providing the best possible service and advice to clients and the new immersive proposition, focusing on delivering financial advice and investment solution choice for clients with complex needs is compelling.”

He adds: “As such, Brewin Dolphin was my clear choice, renowned for building long-term and honest relationships with clients and professional connections”.



SJP investigates independence claims made by adviser

Restricted national firm St James’s Place is looking into why one of its partners told a prospective client he provides independent advice. In an email to a business owner seen by Money Marketing, an SJP adviser offers his advice services, and states he has a long history of being an independent financial planner. He states he has helped similar […]


Auto-enrolment arrives but is it a done deal for small firms?

When business secretary Vince Cable told the Liberal Democrat party conference he had defeated the Tory “headbangers” who “find sacking people an aphrodisiac”, there was little doubt who he was thinking of – Adrian Beecroft. The Beecroft report, which was commissioned by the Government and published in October last year, contains a series of radical […]

Offshore amnesty could bring in 5bn

The Government’s amnesty for UK taxpayers with undisclosed offshore bank accounts could net the Treasury up to 5bn.


Thinktank calls on govt to scrap pension tax relief

A thinktank has called on the government to scrap pensions tax relief and replace it with bonuses on contributions. In a paper by Michael Johnson from the influential thinktank The Centre for Policy Studies, he says that the government should use a review into pensions tax relief to reform the system and broaden Britain’s savings […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    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