I WANT TO MAKE THE MOST OF A LUMP SUM

Life changing moments present opportunities and challenges. Marriage, family, business sale, redundancy, divorce and windfall – we can help you shape your journey whatever life throws at you.

Family

Buying a home, marriage, parenthood, becoming grandparents - pivotal events that shape your financial strategies. We can work with you to develop investment plans that meet your needs at different stages of your life - such mortgages, education, helping with a house deposit or saving for your own retirement.

Selling your business

Growing a business can often be at the expense of your own personal finances. On the sale of your business we can help you secure your financial future by investing the proceeds to meet your financial and personal aspirations.

Divorce

Sometimes life doesn’t go according to plan. Divorce is a testing time and negotiating a fair financial settlement can be fraught. We can be at your side to help you achieve the right outcome. You can rely on our expertise in valuing and splitting pensions, financial disclosure, valuing investments, managing tax and implementing court decisions to get your finances on a sound footing.

Making 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. Whether you use your wealth to fulfil existing obligations, or set it to work as part of an investment portfolio, you can rely on us to support you.

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We will match you to the Brewin Dolphin office that is closest to your Post Code for your initial conversation.

Understanding your level of wealth will inform our conversation about which services would be most suitable for your circumstances.

Are you a Brewin Dolphin client?

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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.

Valued by our clients

We have strong and sustained client satisfaction in both of our last annual surveys.