Brewin Dolphin, the largest independent investment manager in the UK, has appointed Beverley Lavin as Group Head of Financial Planning.

Beverley will have responsibility for the strategic development of Financial Planning for Brewin Dolphin, both internally for the Investment Management teams in the Group’s 39 offices and externally in the market place.

Beverley joined the Brewin Dolphin Group as a Regional Financial Planning Director in 2005, based in the Birmingham Office and built several successful teams in Brewin Dolphin’s Midlands branches.   Beverley started her career as a Graduate Trainee with Sun Alliance in 1981 and acquired her considerable experience through establishing Financial Planning teams in the regional offices of two of the top ten accountancy firms.   Beverley is a member of the Institute of Financial Planning, one of only 1000 fully Certified Financial Planners in the UK and has over twenty five years experience in the Financial Services Industry. 

Brewin Dolphin Financial Planning currently has 56 authorised Financial Planners based in 20 of its 39 offices nationally and 130 staff in total. The Group offers an integrated service to its clients with the advice of an Investment Manager and Financial Planner available to work together.  

David McCorkell, Head of Investment Management at Brewin Dolphin said “Beverley’s appointment is of strategic significance for the Group – we are increasingly of the view here that Financial Planning advice must be available to all our clients as we structure their investments and Beverley has been particularly successful at developing teams to do this in the Midlands. The Group role will ensure we harmonise these best practices across the country; centralise our administration and altogether develop our financial services for all our clients.” 

Beverley Lavin said “I am delighted to have been promoted to this Group position. I have specific plans to increase our financial services coverage throughout the country, through the selective recruitment of qualified and experienced planners, who will maintain the service quality to our investment managers and their clients.  I also intend to remain on the front line looking after my own clients – I believe that it is vital to keep in touch with client advice issues; with ever changing legislation in this area and all the day to day challenges facing our teams.”

Brewin Dolphin provides financial advice on a whole of market basis.  In order to provide the most appropriate and competitive tax wrappers, cost and service are of paramount importance and Brewin Dolphin is working with a number of product providers to ensure that we have the most efficient wrapper to go with Brewin Dolphin’s investment management, making it an integrated service.

-Ends-

For further information and comments on The Budget on 22nd April
Please contact:

Charlotte Black
Head of Corporate Affairs
0845 213 3331
and
Beverley Lavin
Head of Financial Planning
0845 213 2633