30 July 2021
Wealth management company Brewin Dolphin has won two Citywire Wealth Manager Adviser Choice awards in recognition of the quality of its service for Independent Financial Advisers (IFAs) in Scotland and Northern Ireland and The Midlands.
The award wins reflect the success of Brewin Dolphin’s teams in its offices in Birmingham, Oxford, Nottingham, Edinburgh, Glasgow, Dundee, Aberdeen and Belfast, and is a further endorsement of Brewin Dolphin’s intermediary offering. Voted for by the IFA community, the awards provide a platform for advisers to rate discretionary wealth management companies on the quality of their service and investment proposition.
Antony Champion, head of intermediaries, said: “We are so proud to have won two Citywire Wealth Manager Adviser awards. As they are voted for by the IFA, they are a true reflection of adviser sentiment and, as such, are the most important awards of the year for us. We continue to be proud of the strong relationships we have built with over 1,700 advice firms across the UK. The awards are testament to the fact that local financial advisers have trust in us to provide their clients with a quality service.”
Brewin Dolphin’s intermediary offering is driven by 18 regionally based business development managers across the UK as well as dedicated teams of investment professionals in each office who look after the local IFA market.
The annual Citywire Wealth Manager Adviser Choice awards are a reflection of adviser sentiment, as they are voted for by the IFA community. This year, IFAs ranked discretionary fund managers across ten different criteria to find who is leading the way in providing a stellar client experience.
-ENDS-
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
NOTES TO EDITORS
Disclaimers:
- The value of investments can fall and you may get back less than you invested.
- The opinions expressed in this document are not necessarily the views held throughout Brewin Dolphin Ltd.
- The information is provided only as an example and is not a recommendation to pursue a particular strategy.
- The information contained in this document is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.
- Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444)
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £56.0* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients including individuals, charities and corporates.
We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £48.7* billion on a discretionary basis.
Our intermediary business manages £17.6* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service, the MI Brewin Dolphin Voyager fund range and Sustainable MPS
In line with the premium we place on personal relationships, we’ve built a network of 34 offices across the UK, Jersey and Republic of Ireland, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core.
For more information, visit: www.brewin.co.uk
*as at 30th June 2021.