Brewin Dolphin is one of the UK’s leading wealth managers. For more than 250 years we have been helping clients to manage their investments and to plan their finances to achieve their long-term goals. Our experts can help you map out a financial plan that suits your lifestyle, providing guidance so that you make important lifetime decisions on issues including tax planning, retirement and passing your estate on to the next generation.
Brewin Dolphin take an integrated approach to protecting and growing wealth that combines our skills and experience in investment management and financial planning.
We know that each client has a distinct set of financial goals and concerns, from finding tax-efficient ways to invest a lump sum, to setting up a retirement plan. We take time to understand your individual circumstances, your attitude to risk and your long-term investment objectives. Our experienced investment managers and financial planners use this information to build a financial solution that is precisely tailored to your needs and aspirations.
Please note, however, that while Brewin Dolphin looks across a wide range of financial products and services, we offer a ‘Restricted Advice’ service and will not review all retail investment products in the market.
The value of investments and any income from them can fall and you may get back less than you invested.