The value of investments and any income from them can fall and you may get back less than you invested.
Explaining our approach
As a client of Brewin Dolphin you can expect a personal, tailored service that is regularly reviewed and is flexible enough to keep you on course to achieve your financial goals.
This individual approach is reflected in our fees, which are based on a percentage of the assets you invest with us.
How we structure fees and charges
The fees and charges you pay consist of up to five of the following elements:
- Brewin Dolphin financial planning fees
- Brewin Dolphin investment management fees
- External fund and product charges
- External transaction charges
What will I pay?
What you pay will depend on which service you use, whether that is financial planning, investment management or integrated wealth management. Within each service, the more you invest with us, the lower the rate you will pay. Additional costs associated with third party funds are then added on.
Once we have understood your individual circumstances more fully, we can explain our fees in more detail. Typically, you will not be charged for initial conversations and fees will only be incurred when you have made a decision to work with us.
You can also download our guides, here:
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Valued by our clients
We have strong and sustained client satisfaction in both of our last annual surveys.