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

Further Thinking

We also take the time to explore certain issues in greater depth - knowledge that enables us to do even more to protect our clients' interests. Read our insight articles on the latest personal finance and investment issues, as well as analysis of the latest macro-economic events by our research team.

A helping hand

Brewin Dolphin Family Wealth Report

05 . 04 . 2017

Download our detailed report that reviews how millennials (aged 24 – 35) can get help from their grandparents or parents to get on the housing ladder and start to build a pension pot.

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A helping hand

Read our previous guides

04 . 04 . 2017

Our former guides, ‘The big squeeze’ and ‘Mind the generation gap’, explore in more detail the financial pressures facing the modern family.

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Financial Planning

Easing the strain of bereavement

07 . 03 . 2017

Eventually there comes a point at which one’s financial planning days come to an end. Then it is over to your surviving family, friends or executors of your estate to tidy up all of your affairs.

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The big squeeze

The big squeeze: Read our free guide

07 . 12 . 2016

Our guide lays out the key challenges facing the "sandwich generation". We also offer some tips on clarifying your priorities, building a university fund and how small changes.

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The big squeeze

Watch our short video

07 . 12 . 2016

Liz Alley, Divisional Director of Financial Planning, discusses some of the challenges facing the sandwich generation

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The big squeeze

Financial planning - A family affair

07 . 12 . 2016

Families often struggle to communicate about money. We look at why there’s a growing need for families to discuss their longer-term financial planning together to develop a more joined-up approach.

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Valued by our clients

With 30 offices across the UK, Channel Islands and Ireland we combine the best of local understanding with national scale and perspective.