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.
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
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
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
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.