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

Brewin Dolphin

Penrith

Brewin Dolphin has served clients across Cumbria and Dumfries since 2006. We have always prided ourselves in building enduring and trusting relationships with our clients.
 

About us

We cater not only to private individuals, but also intermediaries such as solicitors and accountants, as well as a range of charities, trusts and pension funds. We offer help with products such as ISAs, SIPPs and offshore bonds, as well as the more traditional equity investments and share portfolios managed on a discretionary basis. Financial planning expertise is also available to offer a complete investment management service to clients, which includes advice on pension selection, insurance products and tax mitigation. Whether you want to call in, telephone, email, or write, we happily deal with new and existing clients in whatever way suits you best.

Penrith

1 Mason Court, Gillan Way Penrith 40 Business Park Penrith CA11 9GR

Meet The Team

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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