Bournemouth


 

Investment management in Bournemouth

With almost 135 years of industry experience between them, the Brewin Dolphin Bournemouth team offer private client investment management and financial planning, services for professional intermediaries and investment management for charities.

The office at Waverley House, Holdenhurst Road, is located close to the centre of town, has ample parking for clients and a short walk from Bournemouth Railway Station. 

The recent move to Bournemouth reinforces Brewin Dolphin’s commitment to the South, which is underpinned by continuing support for local events and charitable causes including the Solent Music Festival; the Chalke Valley History Festival; the New Forest Show and the Commodores’ Cup.

Services include:

Investment Management

The investment management service we offer is called ‘discretionary management’. This is best suited to clients who need bespoke private wealth management and prefer not to be involved in the day-to-day management of their investments. Read more on investment management

Financial Planning

Our experienced financial planners help you to develop a strategy for managing and safeguarding your long-term wealth. Including retirement planning, estate planning, tax-efficient investing, planning for high earners, school fees planning and how to protect your family. Read more on financial planning  

Intermediary services

We offer financial advisers two core services: a Discretionary Management Service best suited for clients who require bespoke investment management, or our Managed Funds Service which is designed to provide discretionary fund management via a range of model portfolios. Read more on intermediary services

Charity investment

Discretionary portfolio management is offered to every charity client, structured to reflect their specific policy requirements. Read more on charity investment 

 

 

The value of investments can fall and you may get back less than you invested

Any tax allowances or thresholds mentioned are based on personal circumstances and current legislation which is subject to change. 

Give us a call

Bournemouth

01202 312 500

Waverley House, 115-119 Holdenhurst Road, Bournemouth BH8 8PW

E: bournemouth[at]brewin[dot]co[dot]uk

Follow us

Rob Carroll

Head of Office

T: 01202 312 500

Biography

As a Chartered Wealth Manager, Rob Carroll brings a new dimension to the Head of Office role, including a background in running his own successful practice. He specialises in tax and estate planning for private clients and trusts, as well advising business owners and directors.

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