RBC Brewin Dolphin for intermediaries
Whether your clients are investing to fund their retirement, cover education costs or help the next generation, we’ll support you in helping them achieve their ambitions – as well as your own.
Support is always hands-on and queries quickly resolved
We have used RBC Brewin Dolphin now for many years. Both their Managed Portfolios and Discretionary mandates have provided fantastic service for our clients across the risk spectrum, with volatility levels we have been comfortable with.
The back up from the team at RBC Brewin Dolphin and in particular the quality of information and literature is great and support is always on hand and queries quickly resolved.
They have consistently provided us with excellent levels of service
We have had a relationship with RBC Brewin Dolphin for ten years now, and they have consistently provided us with excellent levels of service.
As their proposition for advisers has expanded, this has helped to develop our relationship yet further, allowing us to tailor solutions to match our clients differing needs. We also pay very close attention to performance data, and they continue to produce good levels of risk-rated return for our clients.
Nothing is too much trouble, and a member of the team is always at hand to assist whether this be a simple admin query or a joint meeting with our client and one of RBC Brewin Dolphin’s investment managers.
Work with us
Our nationwide team of Business Development Managers are happy to discuss any aspect of our services, so that they can make sure they are right for you, your business and your clients.