The Shrewsbury office joined the Brewin Dolphin network of offices in the spring of 2010.
All of the professionals in the office have extensive experience of servicing clients and professional intermediaries both in Shropshire and further afield.
The team offers personal and unbiased financial planning and investment solutions based upon the requirements of each individual client. We carry out comprehensive risk profiling of clients to ensure that we offer tailored advice with bespoke investment propositions. Providing a highly personalised service underlies our ongoing commitment to clients.
The team offers discretionary portfolio management for personal accounts, trusts, charities and pension funds as well as financial planning and tax solutions for individuals.
Our experienced financial planner helps clients develop strategies for managing and safeguarding their long-term wealth. This includes estate planning, pension and retirement planning, tax-efficient investing and financial protection. Our financial planner is also an expert in NHS pensions advice and options available to medical professions. Read more on financial planning here.
We offer external 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 here.