Brewin Dolphin has had a presence in Cheltenham since 1985 when it traded under the name of Vivian Gray. The office then became part of Bell Lawrie White (which can trace its heritage back to 1841) and changed its name to Brewin Dolphin after the merger of the two companies in 1993. We have continued to grow since, through our commitment to exceptional personal attention, while actively helping clients to achieve their long-term goals.
We offer a wealth management service that reflects the individual needs of each client. To achieve this we need to get to know our clients well and understand what is important to them. While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future need, and/or managing the tax payable on their investments. In addition, through effective planning, we allocate your available financial resources in the most efficient and effective way possible, and identify ways to save money.