The Brewin Dolphin service proposition

We believe it is vital that every client is clear and informed about the services they can expect from Brewin Dolphin - not just at the outset but throughout their time with us.

There are four fundamental themes that combine to create our service proposition for all clients:

Personal relationships

Every client has a dedicated investment manager who will remain as the principal point of contact for all aspects of their account. Having a full understanding of our clients’ needs throughout their time with us is paramount.

Customised service

Throughout our history we have provided a bespoke approach to managing portfolios so we can create tailored investment solutions for each individual client.

Integrated approach

Combining both investment management expertise with financial planning means our clients can benefit from a deeper and more holistic view of their overall finances.

Investment Process

The quality of our research and asset allocation strategy underpins and informs the investment decisions made for all our clients.

Our service charges

Investment management services

Clients can decide how they wish their investment portfolio to be managed - either on a ‘discretionary’ or ‘advisory managed’ basis. In both cases they benefit from dedicated management and monitoring of their portfolio in keeping with their circumstances and receive regular updates on their portfolio including valuations and end-of-year tax packs. The principle difference is that discretionary clients pass full responsibility for their investment decisions to their investment manager whilst advisory managed clients are required to confirm instructions prior to investment decisions being taken.

Charges:

Financial planning services

Every client is encouraged to meet with a financial planner to ensure we are able to give the most suitable advice on their wider financial situation including tax matters.