Wealth manager Brewin Dolphin promotes staff at Cheltenham office
PUBLISHED: 16:07 03 August 2017 | UPDATED: 16:07 03 August 2017
'The promotions of Paul Nurden and Paul Whitehead will enhance the Cheltenham office's remit of providing a comprehensive wealth management service to its local clients, and further consolidates the breadth of experience and talent we have in our team.'
Brewin Dolphin, one of the UK’s leading wealth management companies, has enhanced the team at its Cheltenham office with the promotions of Paul Nurden to the role of Head of Office, and Paul Whitehead to the position of Divisional Director.
Speaking about the promotions, Hal Catherwood, Regional Director (Islands and the South West), Brewin Dolphin said: ‘Our aim is to help clients to achieve their life goals, be that saving enough to get onto the property ladder, or saving for their children’s education, or accumulating enough wealth for a comfortable retirement. At a time of low interest rates and a rising cost of living, the need for good, practical investment advice is essential.
‘The promotions of Paul Nurden and Paul Whitehead will enhance the Cheltenham office’s remit of providing a comprehensive wealth management service to its local clients, and further consolidates the breadth of experience and talent we have in our team.’
Paul Nurden, who has been with Brewin Dolphin since 1985, in his new role managing the Cheltenham office will be responsible for the overall profitability and success of the team, building upon the office’s 32 year history in Cheltenham. Paul was instrumental in the founding of the office in 1985. Having worked for firms in both London and Cheltenham, he has experience of managing portfolios for private clients, pensions, trusts and charities. Paul is a Chartered Wealth Manager and Chartered Fellow of the CISI.
In addition, the Cheltenham office has also promoted Paul Whitehead to the role of Divisional Director. Paul joined Brewin Dolphin over six years ago, and is responsible for managing investment portfolios for private clients and trusts. He also works closely with the legal and accountancy communities to provide investment solutions for mutual clients across family law, corporate advisors and private clients. Paul is a Chartered Fellow of the CISI and a Chartered Wealth Manager.