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

Brewin Dolphin

Integrated Wealth Management

By combining our financial planning expertise with our investment management knowledge, you can benefit from a service that brings them together seamlessly, and that is more cost effective than buying our solutions separately.

Focusing on your ambitions for life

The time we take to understand your goals and aspirations helps form the foundation for a relationship that could last decades. Whether you want to retire from work at a time of your choosing, ensure your family are protected if the worst should happen, or plan how to pass on your wealth to future generations, we focus on the things that matter most to you. 

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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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Independent minds

We are bound to no corporate group, so offer unbiased recommendations from a broad universe of investment opportunities.