Brewin Dolphin Limited

Oxford

 

Originally established in the 1940s, the Oxford office joined Brewin Dolphin in 2006. The team of highly experienced investment managers has worked together for many years and has built a considerable reputation in and around the Oxfordshire area.

The team specialises in discretionary and advisory fund management for individuals, trusts, companies and charities. This encompasses ISAs, SIPPs and inheritance tax planning.

If you would like further information, please feel free to contact us.

Any tax allowances or thresholds mentioned are based on personal circumstances and current legislation which is subject to change.

Events and seminars


The value of investments can fall and you may get back less than you invested.