Our Cornwall office continues RBC Brewin Dolphin’s tradition of exceptional personal attention, while actively helping clients to achieve their long-term goals. In Truro, our experienced investment managers 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 managing the tax payable on their investments. We offer the following services – discretionary management service, charities investment management service, SIPP/pension and income drawdown management, and services for professional intermediaries.

What RBC Brewin Dolphin can do for you

In Truro, our experienced investment managers offer a wealth management service that reflects the individual needs of each client. 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 managing the tax payable on their investments. We offer a range of services including discretionary management, charity investment management, SIPP/pension and income drawdown management, and services for professional intermediaries.

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 Cornwall office is located a three-minute drive from Truro train station, alternatively, there are two multi-storey car parks within a short walking distance from the office.

Key Contacts

Private Client

Tim Walker

Head of Office (Southwest)

Intermediaries

Sarah Morgan

Business Development Sales Support

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