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

Brewin Dolphin

You and your wealth

Generating an income, funding a personal passion, planning for retirement, passing wealth on to the next generation. Whatever you have planned, we can help you achieve it.

I want to grow my wealth

Creating a lifestyle. Building a legacy. Funding a long-term goal. We can help you create financial plans and investment portfolios that meet your ambitions.

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I want to plan for retirement

Leaving work. Handing over the reins of a business. Enjoying the next chapter. We’ll work with you for a long and prosperous retirement.

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I want to make the most of a lump sum

Inheritance, redundancy, bonus payment or surprise good fortune – we can help you make the most of an unexpected windfall to create long-term security for you and your loved ones.

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Award winning

We are delighted to have already won 20 awards in the last two years, voted for by peers, advisers and clients.