April 2, 2018
Douglas Montgomerie has joined Brewin Dolphin as a consultant and is working with one of the office’s four dedicated investment management teams, and liaising closely with the financial planning team to offer a complete package of services for every life-stage. Drawing on his enviable track record in the sector, and his commitment to reinforcing the importance of strong personal relationships and service delivery to clients, Douglas is tasked with raising awareness of Brewin Dolphin’s full range of services to individuals and the business community in the region. Douglas has over 30 years’ experience in the banking and financial services sector and brings to Brewin a wealth of skills and expertise to assist in growing the firm’s business across the North East.
He says: “I suppose I could have considered taking more time to spend on the golf course, or walking the dog, but I’m a firm believer that if you are in a position to make a difference to people’s lives then you should pursue that, and that’s exactly what Brewin Dolphin offer to their clients.
“I came down from Edinburgh where I’d been working with Barclays in 1995 to manage the portfolios of high net worth clients in the North East. Twelve years ago I moved over to Yorkshire Bank, and it was then I first met with some of the team from Brewin Dolphin. I’d known of them before, when the company was Wise Speke, and was aware of their reputation as a highly respected firm with a long history in the region.”
Gary Fawcett is a divisional director in Brewin Dolphin’s Newcastle office, and appreciated the need to bring futher experience and knowledge to the team.
He says: “I’m delighted to have Douglas join us. We already have a professional and well-established team who are well placed to help our clients deal with these current issues amongst the political and economic uncertainty, but having Douglas on board can help us access markets we’d not necessarily have been able to pursue, and increases our capacity to tell people about how we can help them. His knowledge and enthusiasm are really valuable.”
Brewin Dolphin was founded on the belief that the successful management of wealth takes an understanding of money but is rooted in an even deeper understanding of people. Individual and personal service is central to everything that they do.
An independently-owned firm, listed on the London FTSE 250, it is bound to no corporate group. Having made a very deliberate choice to have no in-house funds or products, Brewin Dolphin advisers have full independence in how they craft personal advice and investment strategies for their clients – never hostage to a specific solution. This approach ensures advice is truly bespoke to the individual and reflects personal and professional interests, ambitions and aspirations.
Whether looking to invest money, manage pensions and retirement, passing on wealth to the next generation, or protecting money from any number of life events, Brewin Dolphin offers help to anyone to make the most of their money.
Douglas concludes: “I’m just thrilled to join Brewin Dolphin. In discussions with my clients in the past, I’ve come to understand that the importance of a personal connection in financial planning for them, for their families and for their businesses is of utmost importance. That’s why it’s such a good fit. Brewin Dolphin really value their level of service, and that’s the crux of a successful investment manager/client relationship.”