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

Brewin Dolphin


With a heritage that can be traced back to 1863, the Plymouth office has been through many mergers and takeovers over the years and became part of Brewin Dolphin in 2007.

About us

The Plymouth-based team of highly qualified investment managers and financial planners now covers Cornwall, West Devon and the South Hams between them and have more than 100 years of experience in wealth management. We provide a personal and bespoke service, with expertise in the following areas - discretionary portfolio management, charities investment management, SIPP/pension and income drawdown management, services for professional intermediaries and a wide range of financial planning areas including protecting your family and business, pensions, savings, tax planning, and retirement planning.


Ashleigh Court, Ashleigh Way Langage Business Park Plymouth PL7 5JX

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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    Find out how we can help guide your wealth journey.

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    Understanding your level of wealth will inform our conversation about which services would be most suitable for your circumstances.

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