Close appoints Brewin Dolphin's Lavin head of financial planning

Beverley, previously national head of financial planning at Brewin Dolphin, will report to Steven Mendel, head of UK wealth management. She will initially be based in the firm's new Bristol office. "Beverley's appointment to our financial planning unit is indicative of Close's aspiration to become a leader in the wealth management business," says Mendel. "Her massive industry knowledge and experience will help to improve the depth and breadth of advice that we offer." In her new role, she will be responsible for promoting Close's financial planning services and further recruitment wit...