UBS wealth management in the North East

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We understand the value of having local knowledge that reaches across the globe. Right here in the heart of Newcastle, our client advisors have backgrounds in investment banking, wealth planning and asset management.

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Address:

UBS Wealth Management
2 St. James's Gate
Newcastle Upon Tyne
NE4 7JH

Telephone: +44-191-211 1000
Opening hours: 9am-6pm

Branch locator

Our local Newcastle team is the gateway to UBS's global network and is ready to get to know your needs.

The North East team – in the heart of Newcastle

 

Regional head: Aidan Dunstan

Aidan joined UBS in 2004 after the acquisition of Laing & Cruickshank. He divides his time between working with private clients on both a discretionary and advisory basis covering personal portfolios, ISAs, pensions and offshore bonds whilst also managing the Newcastle office. Aidan is a Chartered Member of the CISI. Outside of the office he enjoys tennis, football and golf.

E-mail Aidan

Client advisors

Responsible for looking after your wealth management needs, client advisors help you with your wealth strategy, advise on investment products and assist you in pension planning. They’re also your gateway to further UBS expertise, should you need specialist advice from our mortgage solutions team or help with selling your business, for instance.

Andrew Elliot

Andrew joined the team at UBS in 2013 and has 28 years' industry experience managing the wealth and investments for private clients as well as for pension, trust and charity clients. Andrew is a Chartered Fellow of the CISI. He is married with 4 children.

Alison Lander

Alison joined UBS in 2019 with over 21 years' experience in wealth management in the North East, lending solutions and banking advice. Outside of work, Alison enjoys golf, skiing and distance walking.

Oliver York

Oliver joined UBS in 2018 and has over 6 years' experience working with private clients. Oliver is a holder of the Masters in Wealth Management and is a member of the Chartered Institute for Securities and Investment. In his spare time, he enjoys going to the gym and playing a variety of sports in his spare time.

Stephen Wilson

Stephen joined UBS in 2017 and has 12 years' experience advising clients across the North of England. Stephen is a Chartered Wealth Manager and holds the CISI Certificate in Private Client Investment Advice and Management.

Financial planner

Financial planners work as specialists alongside your client advisor, providing bespoke financial planning advice. A team of planners and administrators support our financial planners, efficiently executing this advice, providing you with excellent client service, and offering access to other UBS resources. These resources can range from investment management to estate planning and corporate finance advice, in addition to specific wealth management products and services.

Sean O'Brien

Sean is a Chartered Financial Planner and Fellow of the Personal Finance Society, with 11 years' industry experience. He provides financial planning advice to high net worth individuals, trustees and business owners. Sean is married with a young daughter.

Client advisor assistants

Client advisor assistants are an integral part of the team, providing you with most of your day-to-day administrative support including payments, transfers and trades.

Stacey Kirby

Stacey joined UBS in 2003 and has been in the financial services industry for 20 years. In her spare time, Stacey enjoys a variety of outdoor activities with her fiancé, including hiking, mountain biking and the occasional spot of fishing.

Nicky Hargrave

Nicky joined UBS in 2004 and supports client advisors in all of the administrative aspects of account management for private clients, charities and pension funds. She has a passion for cooking, travelling, reading and playing computer games.

Sharon Matthews

Sharon has been in the financial services industry for 37 years. She joined UBS in 2019 as a Client Advisor Assistant. Outside of work Sharon has a variety of hobbies including, cycling, walking, reading and especially enjoys going on holiday.

Apprentice

Gareth Morgans

Having completed A Levels in Psychology, Philosophy and History, Gareth joined UBS in 2018 as part of our award-winning apprenticeship programme. Gareth has finished his Level 3 Investment Operations exams and is due to complete the apprenticeship by May 2020 when he will be a qualified Client Advisor Assistant.

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