10 December 2019
- 70 financial advisers qualify in first cohort
Brewin Dolphin, one of the UK’s leading wealth management companies, has created its own family law accreditation qualification in England & Wales, so as to better equip its financial advisers with the areas of family law wealth advisers are expected to know.
The qualification comprises a rigorous exam-based course designed by solicitor Mena Ruparel, former chief accreditor of the Law Society’s family law accreditation programme and Matt Sullivan, national head of professional services at Brewin Dolphin. The qualification is in two parts: part one tests legal knowledge such as court proceedings and terminology for financial settlements; types of agreement and the areas where family lawyers need advice on pensions and investments. Part two tests the financial advisers’ understanding of how Brewin Dolphin’s family law wealth management proposition interacts with the different stages of the financial settlement process.
The first cohort of 70 financial advisers gained their qualification in September this year. There are now plans to enrol the second cohort in January 2020. In addition, November saw the roll-out of a training programme and accreditation for Scotland.
Matt Sullivan, national head of professional services, Brewin Dolphin, said: “Through an intensive piece of research, we have built a family law wealth proposition based on the expectations of 25 family practices in England and Wales. We listened to what they wanted and have responded with a helpful and credible service that helps family lawyers and their clients before, during and after the financial settlement.”
“We can clarify disclosures in Forms E, help draft instructions to Single Joint Experts, provide alternative Duxbury forecasts and identify latent risk buried in the detail of pension fund schemes. More and more family lawyers in England and Wales are seeking our advice to add value to their cases. We have also now launched a bespoke inhouse accreditation in Scotland!”
-ENDS-
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
Camarco: brewin@camarco.co.uk / Tel: +44 (0)20 3757 4980
NOTES TO EDITORS
Disclaimers:
- The value of investments can fall and you may get back less than you invested
- The opinions expressed in this document are not necessarily the views held throughout Brewin Dolphin Ltd.
- Past performance is not a guide to future performance
- This information is for illustrative purposes only and is not intended as investment advice.
- No investment is suitable in all cases and if you have any doubts as to an investment’s suitability then you should contact us.
- Please note that this document was prepared as a general guide only and does not constitute tax or legal advice. While we believe it to be correct at the time of writing, Brewin Dolphin is not a tax adviser and tax law is subject to frequent change.Tax treatment depends on your individual circumstances; therefore, you should not rely on this information without seeking professional advice from a qualified tax adviser.
- Brewin Dolphin is authorised and regulated by the FCA
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £45.0* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients including individuals, charities and corporates.
We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £40.1* billion on a discretionary basis.
Our intermediary business manages over £13.8* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service.
In line with the premium we place on personal relationships, we’ve built a network of 32 offices across the UK, Jersey and Dublin, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core.
*as at 30th September 2019