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

Brewin Dolphin

Wealth management

For more than 250 years, we have helped clients make the most of their lives with advice and investments that maximise opportunities to grow their wealth.

Financial planning

Whether you are clear on your financial priorities or feel you need to be pointed in the right direction, our planners can work with you on your financial plans and help you to realise your ambitions.

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Integrated Wealth Management

If you are looking for support across both financial planning and investment management, our integrated wealth management offer helps you to prepare for and realise your ambitions. 

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Investment Management

The world moves quickly, and ensuring your finances are working hard for you takes real expertise. Our investment managers can manage that complexity for you, and provide investment advice that helps you make the most of your wealth.

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Fees and charges

We are open and transparent in the way we charge for our work. Learn about our approach to fees and charges, and download our full guide.

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Find out how we can help guide your wealth journey.

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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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A leading wealth manager

We look after more than £40bn of client money.