Based in the historic Fraser House in Museum Street, Ipswich, the team includes experienced investment managers and financial planners who can deliver clear and individual advice tailored to your circumstances and attitude to risk. We pride ourselves in building enduring and trusting relationships with our clients. RBC Brewin Dolphin’s wealth management services include investment management and financial planning, looking after private clients, charities, trusts, companies and pension funds.
The East Anglia office also has strategic partnerships with many financial advisers from the region. The office demonstrates its commitment to the region through its participation in local events and charitable causes including the Suffolk and Royal Norfolk Shows and the Norfolk and Suffolk Community Foundations.
What RBC Brewin Dolphin can do for you
Our Ipswich team of experienced investment managers and financial planners can deliver clear and individual advice tailored to your circumstances and attitude to risk. We pride ourselves in building enduring and trusting relationships with our clients. Our RBC Brewin Dolphin wealth management services include investment management and financial planning, looking after private clients, charities, trusts, companies and pension funds. The East Anglia office also has strategic partnerships with many financial advisers from the region.
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 Ipswich office is based in the historic Fraser House in Museum Street, an 11-minute walk from Ipswich railway station.
Key Contacts
Private Client
Andrew Wheeler
Head of Office
Intermediaries
Ross Slater
Business Development Manager
Chelsea Beale
Business Development Sales Support
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