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

Brewin Dolphin

Individuals

We are here to help you shape your personal financial journey. We will understand your ambitions and support you to achieve them, through our long-term thinking and expertise borne of experience.

I want to grow my wealth

Creating or maintaining a lifestyle. Building a legacy. Funding a long-term goal. We can help you create financial plans and investment portfolios that meet your ambitions.

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I want to plan for retirement

Leaving work. Handing over the reins of a business. Enjoying the next chapter. We will help you have a prosperous and satisfying retirement.

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I want to protect my loved ones

Protecting your wealth is as vital as building it. We will help you secure your family's financial future.

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I want to pass on my wealth

You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation.

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I want to invest online

Putting money aside for children or grandchildren. Growing your investments for a personal goal. The Brewin Portfolio Service is our easy-to-use, direct online investment platform

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I am ready to start a conversation

Find out how we can help guide your wealth journey.

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I am ready to start a conversation

Find out how we can help guide your wealth journey.

We will match you to the Brewin Dolphin office that is closest to your Post Code for your initial conversation.

Please select if you would like to choose a Brewin Dolphin office other than the one closest to your post code.

Understanding your level of wealth will inform our conversation about which services would be most suitable for your circumstances.

Are you a Brewin Dolphin client?

We respect your privacy and take protecting it very seriously. We will only use your data in order to arrange a meeting to discuss your needs (as explained above) and as set out in our Privacy Notice. In keeping with our existing practice, we will never sell your personal data to any third parties. You can change your preferences for how we use your data at any time by contacting your usual contact at Brewin Dolphin by phone, post or email. Please allow 14 days from receipt of your information for any changes to be reflected across our systems. 
We do not sell, rent or loan any identifiable information collected on this site. Any information that you give us will be treated with the utmost care and security. It will not be used in ways to which you have not consented.

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UK Offices

Valued by our clients

We have strong and sustained client satisfaction in both of our last annual surveys.