As one of the UK’s largest independently-owned private client investment managers, Brewin Dolphin has enjoyed a long-standing reputation in the financial sector. We have built a solid presence in the South West, and with the opening of our Truro office in 2009, we have been able to offer Cornish investors the full breadth of our investment management services locally. The branch consists of two directors, with City experience and local backgrounds, along with a full support staff.
Services we offer:
- Discretionary or advisory portfolio management service
- Charities investment management service
- SIPP/pension management
- Services for professional intermediaries
We welcome any new clients, working with you to formulate a bespoke strategy that suits your own circumstances and objectives. If you would like to discuss your own situation please do not hesitate to contact us on 01872 265 610.