For:
Client Area

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

Brewin Dolphin

Winchester

With almost 135 years of industry experience between them, the Brewin Dolphin Winchester team offers private client investment management and financial planning, services for professional intermediaries and investment management for charities.
 

About us

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. The move to Winchester reinforces Brewin Dolphin’s commitment to the South, which is underpinned by continuing support for local events and charitable causes including the Solent Music Festival; the Chalke Valley History Festival; the New Forest Show and the Commodores’ Cup.

Winchester

Sunley House 46 Jewry Street Winchester SO23 8RY
01962 798000
Contact us
Find a different office

Meet The Team

Head of Office

Meet More Of The Team

    Sorry, no matches have been found

    You may also be interested in

    Saving for Retirement

    Read our full guide to saving for retirement, covering pensions, ISAs, tax, and all the benefits careful financial planning can bring.

    Download

    Investing For Children

    Find out how you can start investing for your child or grandchild's future and why it makes sense to start investing early for a child.

    Download

    Private equity and Pantheon

    In this podcast we speak to Helen Steers, partner of pantheon partners about the approaches which Pantheon is able to take when investing in private equity.

    Read more
    View More

    Valued by our clients

    We have strong and sustained client satisfaction in both of our last annual surveys.

    CLOSE

    REQUEST A CALLBACK

    Contact [PERSON]

    Find out how we can help guide your wealth journey.

    We will match you to the Brewin Dolphin office that is closest to your Post Code for your initial conversation.

    Please select if you would like to choose a Brewin Dolphin office other than the one closest to your post code.

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

    Are you a Brewin Dolphin client?

    We respect your privacy and take protecting it very seriously. We will only use your data in order to arrange a meeting to discuss your needs (as explained above) and as set out in our Privacy Notice. In keeping with our existing practice, we will never sell your personal data to any third parties. You can change your preferences for how we use your data at any time by contacting your usual contact at Brewin Dolphin by phone, post or email. Please allow 14 days from receipt of your information for any changes to be reflected across our systems. 
    We do not sell, rent or loan any identifiable information collected on this site. Any information that you give us will be treated with the utmost care and security. It will not be used in ways to which you have not consented.