The value of investments and any income from them can fall and you may get back less than you invested.

Brewin Dolphin

Our services

Look to us to help create an income, grow your wealth and pass it on efficiently and effectively. Trust us to help protect your family and plan for a long and profitable retirement. Rely on us to help make the most of business sales, inheritances, bonuses, windfalls and winnings

WEALTH MANAGEMENT

From helping to kick start your personal wealth plan, to making the most of the opportunities wealth brings
– we’ll be with you at every stage of your wealth journey.
Whatever your circumstances, we offer wealth planning and investment management that’s appropriate,
personal, honest and clear. And whatever your ambitions, we’re there to help you use wealth to enrich your life.

 

Discretionary Management

We manage most of our clients' investment assets in individual portfolios on a discretionary management basis.
This suits clients who want their investments selected and managed to meet their particular needs but who prefer not to be
involved in the day-to-day mangaement of them. But we are passionate about managing our clients' money and are always happy to
explain more about the investment decisions being made for you. 

Advisory Dealing

The Advisory Dealing Service is most often commision-based with fees charged for administration as requried.
This is a more passive service, where we provide advice to you as to the merits of any investment within the scope of our expertise,
only when requested by you to do so.
Furthermore, monitoring of the portfolio or indivdual stocks is not an obligation taken on by ourselves. 

Execution Only

Our Execution Only Service is available to clients who make their own investment decisions and do not require any advice.
We will act only when instructions have been received from you. 

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We respect your privacy and take protecting it very seriously. We will only use your data in order to arrange a meeting to discuss your needs (as explained above) and as set out in our Privacy Notice. In keeping with our existing practice, we will never sell your personal data to any third parties. You can change your preferences for how we use your data at any time [by contacting your usual contact at Brewin Dolphin by phone, post or email]. Please allow 14 days from receipt of your information for any changes to be reflected across our systems. 
We respect your privacy and do not sell, rent or loan any identifiable information collected on this site. Any information that you give us will be treated with the utmost care and security. It will not be used in ways to which you have not consented.

Independent minds

We are bound to no corporate group, so offer unbiased recommendations from a broad universe of investment opportunities.