We offer a full range of financial advice and investment management services for individuals, families, charities, clients of independent financial advisers, trustees, and pension funds. We have developed strong relationships with professionals such as solicitors and accountants throughout Wales.
What RBC Brewin Dolphin can do for you
Within our Wales office, we have dedicated teams who specialise in expert financial planning and investment solutions.
Our aim is to understand your ambitions and help you build a more financially secure future. We will give you peace of mind that your goals are on track, and ensure you are investing tax efficiently through ISAs, pensions, inheritance tax planning and more.
We are proud holders of Cynnig Cymraeg accreditation, which has been awarded for the standard of Welsh language services we offer.
We have a range of services available – from our fully personalised wealth management service, to our online Brewin Portfolio Service. Please feel free to request a callback to discuss which service is most suitable for you.
Rydym yn cynnig amrywiaeth lawn o wasanaethau cyngor ariannol a rheoli buddsoddiadau i unigolion, teuluoedd, elusennau, cleientiaid cynghorwyr ariannol annibynnol, ymddiriedolwyr a chronfeydd pensiwn. Rydym wedi meithrin cydberthnasau cryf â gweithwyr proffesiynol megis cyfreithwyr a chyfrifwyr ledled Cymru.
Beth all RBC Brewin Dolphin ei wneud i chi
Yn ein swyddfa yng Nghymru, mae gennym dimau dynodedig sy’n arbenigo mewn cynllunio ariannol arbenigol ac atebion buddsoddi.
Ein nod yw deall eich uchelgeisiau a’ch helpu i greu dyfodol sy’n fwy sicr yn ariannol. Byddwn yn rhoi tawelwch meddwl i chi bod eich nodau ar y trywydd cywir, ac yn sicrhau eich bod yn buddsoddi mewn ffordd sy’n effeithlon o ran treth drwy ISAs, pensiynau, cynllunio treth etifeddiant a mwy.
Rydym yn falch o fod ag achrediad Cynnig Cymraeg, sydd wedi cael ei ddyfarnu am safon y gwasanaethau Cymraeg rydym yn eu cynnig.
Mae amrywiaeth o wasanaethau ar gael gennym – o’n gwasanaeth rheoli cyfoeth wedi’i bersonoli, i’n Gwasanaeth Portffolio Brewin. Mae croeso i chi ofyn am alwad yn ôl i drafod pa wasanaeth sydd fwyaf addas i chi.
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.
Investment services for charities
Helping charities to achieve their investment goals has been a core part of RBC Brewin Dolphin’s business for more than 65 years.
- Investment Management – We know every charity is different, so we take the time to understand each organisation’s unique circumstances, financial objectives and risk appetite, before building a portfolio tailored to its specific needs.
- Reporting & Administration – You need the highest standards of reporting and portfolio analysis to carry out your legal duties as a trustee. We will work closely with you to ensure that you have all the information you need and fully understand the implications of any investment decisions taken.
I am ready to start a conversation
Find out how we can help guide your wealth journey.