RBC Brewin Dolphin has been serving clients throughout Norfolk since the late 1990s and the team prides itself on community engagement, supporting local events and charitable causes including the Royal Norfolk Show and the Norfolk and Norwich Festival. RBC Brewin Dolphin’s wealth management services include investment management and financial planning, with bespoke offers for private clients, charities, trusts, companies and pension funds.
What RBC Brewin Dolphin can do for you
Our team of wealth management specialists in Norwich offer investment management and financial planning, with bespoke offerings for private clients, charities, trusts, companies and pension funds. Our offices in East Anglia office have strategic partnerships with many financial advisers from the region. Whether you are generating an income, funding a personal passion, planning for retirement: our first priority will always be in understanding your priorities and building a personal relationship with you.
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 office is located in Norwich city centre, a six-minute drive from Norwich 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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