We are one of the UK’s leading wealth managers. Founded in 1762, we are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice.
From our founding over two centuries ago, we have grown to become one of the UK’s leading wealth managers. Our success has been built on the strength of our relationships with our clients. Individual and personal service is central to everything that we do.
Brewin Dolphin was founded on the belief that the successful management of wealth takes an understanding of money but is rooted in an even deeper understanding of people. So before we invest your money, we’ll first invest in our relationship with you.
Our relationship with you
Whoever you are, we take the time to get to know you; to understand what makes you tick. That means developing a personal understanding and an enduring connection. Only by building a strong relationship with you can we have the honest, personal conversations that will enable us to create the plans that will achieve your goals. We want to offer you the confidence that comes from a better understanding of your financial situation and the options available to you. Free from financial distractions, you can devote more time to what you really enjoy doing.
What we can do for you
We have the technical skills to make the most of opportunities to protect and grow your wealth. But more than that, our ability to build strong relationships means we can create the bespoke financial plans and investment portfolios that will meet your unique ambitions and deliver peace of mind that your interests are in the right hands. We have 30 offices across Britain and Ireland to bring us closer to you and enable us to combine the best of local understanding with national scale and perspective.
We are an independently-owned firm, listed on the London FTSE 250, bound to no corporate group. We have an award-winning research team, who undertake research across markets, asset classes and individual companies. They develop unconstrained views and insights for our advisers to draw upon so they can best manage your wealth.
Enhanced over time
Our personal approach to investment has stood the test of time. We have managed the interests of clients who have had wealth for generations, and those who are the first in their family to need a wealth manager. Being able to forge strong relationships with people, whatever their story, requires the kind of expertise gained only through experience – something we have been building since 1762. Our long history has helped us develop a long-term outlook. Having witnessed financial crises over two centuries, we have a composure that remains ever relevant in today’s times of uncertainty.
Phone: 020 3201 3900