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

Brewin Dolphin

Cardiff

The heritage of our Cardiff office can be traced back to Bell Lawrie White (whose roots began in 1841), becoming part of Brewin Dolphin in 1993. Since then we have continued to forge a strong presence in Wales.
 

About us

In 2013, the Wales office was restructured into three specialist teams to provide wealth management and financial planning advice to private clients, charity and institutional fund management, and discretionary fund management for the financial adviser community in Wales. Each of these teams is led by directors who are specialists in their field. We welcome new clients and look forward to continuing to work with you to tailor a bespoke strategy to help you achieve your financial goals.

Amdanom ni

Yn 2013, cafodd y swyddfa yng Nghymru ei hailstrwythuro'n dri thîm arbenigol er mwyn darparu cyngor ar reoli cyfoeth a chynllunio ariannol i gleientiaid preifat; rheoli cronfeydd elusennol a sefydliadol; a rheoli cronfeydd dewisol ar gyfer y gymuned o gynghorwyr ariannol yng Nghymru. Caiff pob un o'r timau hyn eu harwain gan gyfarwyddwyr sy'n arbenigo yn eu maes. Rydym yn croesawu cwsmeriaid newydd ac yn edrych ymlaen i gyd weithio gyda nhw er mwyn teilwra strategaeth personol ar eu cyfer.

Cardiff

2nd Floor 5 Callaghan Square Cardiff CF10 5BT

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Head of Office

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    Valued by our clients

    We have strong and sustained client satisfaction in both of our last annual surveys.

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