We understand that our clients may need extra support from time to time. Whether they are going through personal challenges or simply want us to tailor how we communicate or deliver our services, we are here to help.
Certain life events can have an impact on a client’s ability to make financial decisions or stay focused on their long-term financial goals. These could include:
- Bereavement when a loved one dies.
- Significant life events such as divorce and the breakdown of a relationship or a loss of a job or income.
- Illness or physical and mental health challenges.
- Becoming a victim of financial crime.
Even if you’re not dealing with a specific life event but would like us to change the way we communicate or present information to you, our colleagues are trained to support clients with compassion and understanding.
Letting us know about changes in your circumstances helps us to tailor the service we provide to you for as long as you need us to. Please get in touch with your RBC Brewin Dolphin contact or team if you would like to discuss a change in your circumstances and they will be happy to help. With advances in technology providing more sophisticated opportunities for fraudsters to carry out criminal activity, any one of us could become a victim of fraud, so it is important to know how to stay safe. We recommend visiting the ‘Take Five to Stop Fraud’ campaign for further information on how to protect yourself.