Who we are


We help people across the UK and Ireland plan and shape their financial futures by protecting, growing and managing their money.

A range of services

Whether you have complex financial affairs that need bespoke wealth management, or more straightforward needs that would be better served using our self-investment platform, we can provide a service that suits you.

An established firm

Today’s RBC Brewin Dolphin can trace its story back to 1762. The business has witnessed financial crises in the past, from stock market bubbles to global pandemics. That experience has created a culture that takes a long-term perspective. In today’s times of uncertainty that is as relevant as ever.

“The service I have received over the years has been excellent and it is ‘personal'”

CLIENT SURVEY 2022

Working together

We are a relationships business. Whether that’s with our clients or our communities, those relationships and our people are at the heart of our ability to make a real difference.

Smart advice

We believe in the value of smart advice: ideas and techniques that can be of benefit to people. That’s what we provide for our clients every day.

“The financial managers we have dealt with over the years are invariably friendly, approachable and understanding of particular circumstances. All this whilst being utterly professional.”

CLIENT SURVEY 2022

An award-winning firm

2023

Excellence in Operations (Most Improved)


ActiveOps Awards 2023

Best Discretionary Fund Manager


Money Marketing Awards 2023

Best Marketing Strategy (Gold)


Brand Management & Reputation Awards 2023

Best Adviser Firm for Vulnerable Client Care


Professional Adviser Awards 2023

Best Discretionary Fund Manager


Professional Adviser Awards 2023

Best Market Newsletter


City of London Wealth Management Awards 2023

2022

Best Discretionary Fund Manager


Money Marketing Awards 2022

Best Discretionary Wealth Management


City of London Wealth Management Awards (COLWMA) 2022

Best Discretionary Wealth Management Company


The FIS Platform Securities Award (COLWMA) 2022

Adviser Choice Awards winner Scotland and Northern Ireland


CityWire Wealth Manager Awards 2022

2021

Best Discretionary Management Award


City of London Wealth Management Awards (COLWMA) 2021

Silver Award Winner Financial Services


UK Customer Experience Awards 2021

Discretionary Fund Management winner


Gold Standard Awards 2021

Best Discretionary Fund Manager


Professional Adviser Awards 2021

Scotland and Northern Ireland Winner


CityWire Adviser Choice Awards 2021 

Midlands Winner


CityWire Adviser Choice Awards 2021

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The value of investments and any income from them can fall and you may get back less than you invested.