Our Services
The breadth of our financial expertise enables us to offer a comprehensive service and provide advice that is individually tailored to our clients’ needs.
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Investment Management
Our investment management teams work with private clients, trusts, pension funds and charities, offering both an advisory and an award-winning discretionary management service. Whatever your situation, we focus on creating a portfolio that is tailored to your unique needs.
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Financial Planning
Our qualified financial planners will work with you to develop a strategy to manage your financial affairs and safeguard the future of your family or business. This service covers the full range of financial planning specialisms and includes pensions and tax planning.
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Advisers
We welcome professional intermediaries who are looking to work in partnership with us to formulate bespoke investment strategies that are most suitable to each client’s circumstances and objectives.
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Investment Banking
Brewin Dolphin Investment Banking is recognised as a leading adviser to the UK’s small and mid cap ambitious companies. Our team specialises in a broad range of sectors including consumer, healthcare, human capital, IT, oil and gas, leisure, support services and transport and won the award for Best Research at the AIM Awards in 2008.