The Bristol office is in the heart of the city’s new commercial centre. Our investment management skills can be dovetailed with those of our financial planners who advise on tax-efficient investments, pensions and inheritance tax. The Bristol office works with the Cheltenham office to offer a wealth management service across the West of England. This close relationship ensures we have a greater depth of knowledge to meet a wide range of client needs and allows us to offer a highly personal local service to our clients. We specialise in advising private clients, trusts, charities and businesses. We have also developed strong relationships with fellow professionals such as solicitors and accountants so that clients are reassured there is an expert team of professionals all working together to help them meet their ultimate goals.

What RBC Brewin Dolphin can do for you

Our Bristol office specialises in advising private clients, trusts, charities and businesses. Our investment management skills are dovetailed with those of our financial planners who advise on tax-efficient investments, pensions and inheritance tax. The Bristol office works with the Cheltenham office to offer a wealth management service across the West of England. This close relationship ensures we have a greater depth of knowledge to meet a wide range of client needs and allows us to offer a highly personal local service to our clients. We have also developed strong relationships with fellow professionals such as solicitors and accountants so that clients are reassured there is an expert team of professionals all working together to help them meet their ultimate goals.

Services 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. We offer a range of services to help you meet the needs of each client including:

  • Discretionary Fund Management (DFM) – Builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
  • More than 1,000 advice firms have signed up to use our MPS, attracted by strong investment performance and a constant focus on client satisfaction.
  • Our Voyager fund range follows the investment approach of MPS, but in a unitised structure.

How to get to the office

Our Bristol office is in the heart of the city’s new commercial centre, a short 5-minute drive from Bristol Temple Meads station.

Key Contacts

Private Client

Tom Miller

Head of Office (Cheltenham & Bristol)

Intermediaries

Antony Champion

Head of Intermediaries

Rob Fairbrother

Business Development Manager

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