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

Brewin Dolphin

For Private client solicitors

Brewin Dolphin offers a full range of wealth management services to solicitors and their private clients, providing expert guidance to help your clients achieve their long-term ambitions.

Services for Private client solicitors

Whether your clients are looking to pass on wealth to the next generation, saving for retirement, needing advice at or in retirement or planning for later life care, we can work with you to put a strategy in place tailored to their needs.

Two key areas of support

You have access to two types of adviser who in combination can help your clients achieve their goals:

Trusted By Solicitors, Valued by Clients

We appreciate that referring your clients to us is a decision based on trust. For 30 years, we have developed specialist expertise through working closely with around 300 law firms and their solicitors. In total, more than 2,500 private clients have been referred to our wealth managers and we continue to safeguard and grow their wealth.

Family investment company service

A Family Investment Company (FIC) could be a consideration for clients with large inheritance tax estates. Whilst we do not draft or implement FICs, we can work closely with you and your clients - and their lawyers and tax advisers - to create a FIC.

A Nationwide Service

We provide an efficient, local and specialised service in or across the legal jurisdictions of England & Wales and Scotland.

Close to you

With 32 offices across Britain and Ireland we combine the best of local understanding with national scale and perspective.