- Mutual House, Sitka Drive,
Shrewsbury Business Park,
Shrewsbury, Shropshire SY2 6LG
- Tel: 01743 399000
- Email: firstname.lastname@example.org
The Shrewsbury office joined the Brewin Dolphin network of offices in the Spring of 2010.
All of the investment professionals in the office have worked together for a number of years and have extensive experience of servicing clients and professional intermediaries both in Shropshire and further afield.
The team offers personal and unbiased investment solutions based upon the requirements of each individual client. We carry out comprehensive risk profiling of clients to ensure that we offer tailored advice with bespoke investment propositions. Providing a highly personalised service underlies our ongoing commitment to clients.
The team offers advisory and discretionary portfolio management for personal accounts, trusts, charities and pension funds as well as financial planning and tax solutions for clients.
Any tax allowances or thresholds mentioned are based on personal circumstances and current legislation which is subject to change.