The value of investments and any income from them can fall and you may get back less than you invested.
The start of a relationship
The Brewin Portfolio Service is the simplest way to start your journey with Brewin Dolphin. It is an opportunity for you to get to know us, and to build a sense of whether you see yourself as a Brewin Dolphin client. Then, as your requirements become increasingly complex over time we can adjust to new circumstances with you.
We want what is best for our clients and we take pleasure in seeing them succeed in their ambitions for life. Many of our clients have enjoyed a relationship with the business for a long time, some even across generations, and we have worked with them through the different stages of their lives. The Brewin Portfolio Service now gives you the opportunity to join them.
What we have learnt since 1762
We have been by our clients’ sides since 1762, and in that time we have seen the markets suffer periods of volatility, but over time we have also watched them come out the other side of the storm. That is why, in our view, the longer your time horizon for your investment, the better.
Balancing risk to smooth your path
We actively balance risk and reward over the long term in order to soften the rough edges that can be caused by market volatility. We have designed portfolios with a range of risk profiles so that you can meet your ambitions smoothly.
Our dedicated customer support team is here to answer your questions about our service, ISAs, or questions specific to your account.
CALL US ON 0333 207 9003
Post: Brewin Portfolio Service, Sixth Floor, Atria One, 144 Morrison Street, Edinburgh, EH3 8BR
Opening hours: Monday - Friday 8.00am to 6.00pm and Saturday 8.00am to 12.00pm