Brewin Dolphin is one of the UK’s leading providers of personalised wealth management. We 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.
Before making any recommendations, we always make sure we fully understand your circumstances. After an initial conversation to gauge whether you are likely to benefit from our services, we will set up a more detailed discussion. We will send you details of our company and services in advance of this meeting, in addition to an outline of the things we would like to discuss so that you know what to expect. What we learn about you and your financial needs during the meeting will form the basis of our advice.
As part of the discussion, we will carry out an assessment to determine which of our private wealth management services would best suit your needs. Based on this assessment, we recommend one of these options: