Brewin Dolphin has a rich heritage in Manchester and we can trace our roots in the city back to the founders of the Manchester Stock Exchange in the 1840s. Through a series of mergers and expansion we have evolved to become the present day Brewin Dolphin Manchester – continuing the tradition of exceptional personal attention, while actively helping clients (including charity and pension funds) to achieve their long-term goals.
We now offer our clients a comprehensive and personal portfolio management service, drawing on the office’s accumulated expertise. 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 (often through an ISA), 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 – helping with tax and retirement planning – and identify ways to save money.