Brewin Dolphin expands in Glasgow

Among the new recruits is experienced financial adviser Tom O’Brien, who has joined the firm as a financial planner. Mr O’Brien previously spent more than a decade at Close Brothers, where he helped private clients manage their financial affairs.

Joining him in the financial planning team is Jade Doherty, who has joined Brewin Dolphin as a financial planning assistant. Jade spent more than eight years at Santander and HSBC in a variety of roles, including as a personal banker.

The firm has also appointed Rosanna Loy, Alison MacDonald, and Neil Morran as investment management assistants working across the private client, portfolio management, and IFA teams, respectively.

Meanwhile, Eleanor Shields and Cara Scouller have joined as financial planning administrators. 

The new appointments take Brewin Dolphin’s total headcount in Glasgow to 42, after a particularly strong year for its operation in the city.

Stephen Martin, head of office at Brewin Dolphin Glasgow, said: “These new appointments underline Brewin Dolphin’s commitment to Glasgow, which last year was among the best performing in our network of 30 offices in the UK and Ireland. It’s a real testament to the growing strength and depth of our team over the past 12 months.

“With volatility returning to markets and the economic outlook uncertain, we’re seeing an increasing need for trusted and expert advisers. We serve the financial needs of our clients in Glasgow and across Scotland with a global outlook, as we aim to help them achieve their financial goals.

“Each of our new recruits brings something new to the Brewin Dolphin Glasgow team, with a diverse range of different skills and backgrounds. Tom’s appointment is particularly positive news, as he brings with him substantial experience in financial planning.”