Brewin Dolphin has acquired Basingstoke-based IFA firm Aylwin for an undisclosed sum.
Once the deal completes in early 2019, Aylwin director David de Kretser will head-up Brewin Dolphin’s new Winchester office. Aylwin’s two other financial advisers, including director Derek Langton, and support staff, will move to the Winchester office.
Brewin Dolphin moved its Bournemouth office to Winchester earlier this month to further grow its business in the South of England. The existing client-facing team includes Adam Jarvis, Hannah Dampney and Matthew Lyth.
In a letter to his existing clients, David de Kretser said: “I am pleased to tell you that my co-director Derek Langton and I will continue to look after your financial planning needs from Brewin Dolphin’s new offices in Winchester. In future, you will benefit from the broader support and resources of Brewin Dolphin including the insight of their in-house research team.”
Jonathan Tweedie, Regional Director at Brewin Dolphin, added: “We are delighted to welcome David and his team to Brewin Dolphin and to announce David as head of our new Winchester office. He has a proven track record of providing excellent client outcomes, and leading a high performing financial services business. I’m sure he’ll be a success as he heads up the already strong team.
“We’re seeing an increasing need for trusted and expert advisers to take the strain from those who need help with their finances in these uncertain times. We serve the financial needs of our local clients, with the strength and influence of the Brewin Dolphin name behind us.”