Private Clients
We are one of the largest independent private client investment managers in the UK and manage over £21 billion on behalf of 130,000 private clients, charities and pension funds from our 40 regional offices.
-
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.
-
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.
-
Publications and Forms
As a Brewin Dolphin client, you can use this section to view your investment portfolio online, access the latest investment news and analysis and download stock transfer and other forms. You can also vote electronically at the AGMs of companies in which you hold shares.