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.

Teaming up with one of the UK’s largest independent private client investment managers gives you and your clients access to a dedicated team and lets you tap into the wider resources and expertise of the Brewin Dolphin Group. This includes industry-leading research generated by our team of equity and fund analysts. You also have the reassurance of knowing that we can search the whole financial market to find the most appropriate investments for your clients – we have no ties to any institutions or financial services providers – this allows us to create a best-of-breed investment portfolio tailored to your clients’ circumstances and objectives.

If you would like to find out more about the services we offer or discuss a new client with no cost or obligation, or find out more about how we work, please do not hesitate to get in touch.

John Cowmeadow
Head of Business Development