Helping charities to achieve their financial goals has been a core part of Brewin Dolphin’s business for more than 65 years.
The value of investments and any income from them can fall and you may get back less than you invested.
OUR SERVICES
How we can help
With Brewin Dolphin, your investment manager is also your relationship manager. You can speak to our specialist charity teams in nine Brewin Dolphin offices across the UK - plus we offer a range of charity investment and trustee training seminars around the country
Reporting and administration
You need the highest standards of reporting and portfolio analysis to carry out your legal duties as a trustee. We will work closely with you to ensure that you have all the information you need and fully understand the implications of any investment decisions taken.