Press Releases and Comment
Brewin Dolphin expands Taunton office
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

