What RBC Brewin Dolphin can do for you
With more than 100 years of industry experience between them, the RBC Brewin Dolphin Winchester team offers private client investment management and financial planning, services for professional intermediaries and investment management for charities. While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future need, and/or managing the tax payable on their investments. In addition, through effective planning, we allocate your available financial resources in the most efficient and effective way possible and identify ways to save money. RBC Brewin Dolphin’s commitment to the South is underpinned by continuing support for local events and charitable causes including Winchester, Naomi House and Julia’s House Hospices; local foodbanks and homelessness charities; the New Forest Show and the Excalibur Cup.
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 Winchester office is located in the city centre and a seven minute walk from Winchester train station.
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Find out how we can help guide your wealth journey.