The value of investments and any income from them can fall and you may get back less than you invested.
Investing for growth
We are here to help you achieve your ambitions. Whether you want to grow the long-term value of your wealth to provide an income later in life or to pass it on to future generations, we can help you plan a path. Growing your investments, increasing your pension pot, funding school fees - we will help you to navigate a successful course to grow your wealth and meet your life goals.
Investing tax efficiently
The range of tax allowances and exemptions for investors can seem bewildering, from ISAs to pensions to capital gains tax. We can help you build a financial plan that makes the most of the reliefs and allowances set by government, so you can make the most of the returns on your pensions, savings and other investments.
How we can help
Brewin Dolphin can support you in different ways, depending on your requirements. Either as a wealth management client, which will give you access to our advice and personal service, or as a Brewin Portfolio Service client, which allows you to manage your own money through our online investment platform.
From helping to kick start your personal wealth plan, to making the most of the opportunities wealth brings – we will be with you at every stage of your journey. Whatever your circumstances, we offer wealth planning and investment management that is appropriate, personal, honest and clear. And whatever your ambitions, we are there to help you use wealth to enrich your life.
Direct Online investment
Brewin Portfolio Service is our online investment option for clients who are happy to make some investment decisions themselves. From £2,000 you can gain access to the experience and expertise of our award-winning research team. Choose from six ready-made portfolios to match your personal attitude to risk and return, all with fees of less than 1%.
Any tax advantages mentioned are based on personal circumstances and current legislation which is subject to change.
I am ready to start a conversation
Find out how we can help guide your wealth journey.
A leading wealth manager
We look after £39.5bn of client money