It has been a fantastic start to 2018 for Brewin Dolphin. Not only have we announced the significant enhancements to our MPS but we have received some industry awards and recognitions. This is in the main, thanks to the tremendous support we receive from the Financial Adviser community. We are pleased that the hard work and dedication of the numerous individuals that have helped us develop our propositions over the last few years are being recognised in this way. It is truly a team effort.
In a recent survey by Money Marketing, it was announced that Brewin Dolphin is the favoured DFM used by Financial Advisers. With over 400 participants, financial advisers and paraplanners, the purpose of the independent survey was to examine the increasingly important role of DFMs in the adviser community. 33% of respondents listed Brewin Dolphin as their preferred DFM with many praising our service and transparency whilst highlighting the longevity of the relationship.
The most pleasing awards to win are those that are judged on specific values. Earlier this month we were delighted to win the Best Discretionary Fund Manager Award at the 2018 Professional Adviser Awards – the judging panel commended Brewin Dolphin on its “proposition”, “implemented strategy” and “support” for the adviser community.
We are delighted with both these awards as they show recognition from the advisers that benefit from our services. Robin Beer, Managing Director of Investment Solutions & Distribution said “These awards are testimony to our commitment to the Financial Adviser market. We thank all the advisers for their continued support as without them this wouldn’t have been possible.”
Receiving independent verification from respected industry experts helps reinforce that the services we provide are right for the target audience. This year we have achieved the highest Star Rating awarded by Defaqto for; Bespoke DFM and DFM MPS on Platform. This highlights the comprehensive features and benefits these two services provide and that they are of the highest quality on offer within the DFM market.
Another which we have been presented with recently is the 2018 Suggestus 3D award, this has been given to us for our continued commitment to transparency, engagement and integrity.
Robin Beer commented further “To be recognised by these trusted independent companies is a tremendous achievement and one we are very proud of. It proves we are providing a fantastic service for the financial advisers and their clients.”
The value of investments and any income from them can fall and your client may get back less than they invested.