Private clients
Working with Brewin Dolphin allows you to tap into a wide range of investment and financial planning expertise to find the right mix of services that will work for you.
Investment management
Our Investment Managers start by learning more about your financial position and what you want your investments to achieve. They will also ask you how much involvement you wish to have in the day-to-day running of your investment portfolio. We will then work with you to create a portfolio that reflects your individual requirements.
Financial planning
Our qualified and experienced Financial Planners can help you decide the best way to manage your financial affairs and safeguard your long-term wealth. Our service covers a wide range of financial planning areas including pensions, savings and tax planning. With your financial plan in place, we can then focus on ensuring that your various investments are performing as required and be ready to respond to changes in both the marketplace and your financial circumstances.
Knowing that Brewin Dolphin is in control of my investments allows me to spend more time doing the things I enjoy.
