Brewin Dolphin, the largest independent investment manager in the UK, has appointed one of its top people in Birmingham as its group head of financial planning.
Beverley Lavin 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.
Ms Lavin who joined Brewin as a regional financial planning director in 2005, is based in the Birmingham Office, and built several successful teams in Brewin Dolphin’s Midlands branches.
She started her career as a graduate trainee with Sun Alliance in 1981 and gained experience through establishing financial planning teams in the regional offices of two of the top ten accountancy firms.
She is a member of the Institute of Financial Planning, one of only 1,000 fully certified financial planners in the UK and has more than 25 years’ experience in the financial services industry.
Brewin Dolphin Financial Planning has 56 authorised financial planners based in 20 of its 39 offices nationally and 130 staff in total.
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.”
Ms 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.”