RBC Brewin Dolphin has served clients across Cumbria and Dumfries since 2006. We have always prided ourselves in building enduring and trusting relationships with our clients. We cater not only to private individuals but also intermediaries such as solicitors and accountants, as well as a range of charities, trusts and pension funds.
We offer help with products such as ISAs, SIPPs and offshore bonds, as well as the more traditional equity investments and share portfolios managed on a discretionary basis. Financial planning expertise is also available to offer a complete investment management service to clients, which includes advice on pension selection, insurance products and tax mitigation. Whether you want to call in, telephone, email, or write, we happily deal with new and existing clients in whatever way suits you best.
What RBC Brewin Dolphin can do for you
Our Penrith team of experts offer services for private individuals, intermediaries such as solicitors and accountants, charities, trusts and pension funds. We offer advice for products such as ISAs, SIPPs and offshore bonds, as well as the more traditional equity investments and share portfolios managed on a discretionary basis. Our complete investment management service also includes financial planning expertise, which includes advice on pension selection, insurance products and tax mitigation.
How to get to the office
Our office is located a two-minute drive from Penrith railway station.
Key Contacts
Private Client
Andrew Eze
Head of Office (Penrith)
Intermediaries
David Mock
Business Development Manager
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