WEALTH manager Brewin Dolphin has announced two senior promotions at its Glasgow-based team, supporting the business’s growth in Scotland.
Alan Harvey and Elaine Smith have been named as divisional directors, having been promoted from assistant directors. Both will drive their respective departments – financial planning and investment management – into a new decade, supporting growth by building new client relationships and helping to expand the range of services offered to existing customers.
Alan will head up Brewin Dolphin’s Glasgow financial planning division, with more than two decades’ experience in the sector. He joined Brewin Dolphin five years ago and provides families with holistic financial planning and advice on areas such as inheritance tax planning, saving for retirement and preserving estates.
Elaine will continue to be a crucial part of the investment management team in Glasgow and having been with Brewin Dolphin for almost 24 years, her expertise includes managing investments for private clients, self-invested personal pension schemes and trusts, including compensation protection trusts.
Brewin Dolphin employs a team of more than 200 in Scotland with additional offices in Edinburgh, Aberdeen and Dundee.
Stephen Martin, head of Brewin Dolphin’s Glasgow office, said: “These promotions are well-deserved; Elaine and Alan both play a crucial role in the wider development of the business and in providing valuable support for our clients. We’re committed to helping our teams to develop and grow, and with strong leadership at the helm, we’re well placed to offer a range of wealth management services to clients in Glasgow and across Scotland.
“Our teams have the knowledge and expertise to help advise and guide clients towards their financial goals – whether it’s to fund early retirement, give children and grandchildren a head-start, or simply to take the first steps in building an effective investment portfolio.”
