Who we are
We help people across the UK and Ireland plan and shape their financial futures by protecting, growing and managing their money.
A range of services
Whether you have complex financial affairs that need bespoke wealth management, or more straightforward needs that would be better served using our self-investment platform, we can provide a service that suits you.
An established firm
Today’s RBC Brewin Dolphin can trace its story back to 1762. The business has witnessed financial crises in the past, from stock market bubbles to global pandemics. That experience has created a culture that takes a long-term perspective. In today’s times of uncertainty that is as relevant as ever.
“The service I have received over the years has been excellent and it is ‘personal'”
CLIENT SURVEY 2022
Working together
We are a relationships business. Whether that’s with our clients or our communities, those relationships and our people are at the heart of our ability to make a real difference.
Smart advice
We believe in the value of smart advice: ideas and techniques that can be of benefit to people. That’s what we provide for our clients every day.
“The financial managers we have dealt with over the years are invariably friendly, approachable and understanding of particular circumstances. All this whilst being utterly professional.”
CLIENT SURVEY 2022
An award-winning firm
2023
Excellence in Operations (Most Improved)
ActiveOps Awards 2023
Best Discretionary Fund Manager
Money Marketing Awards 2023
Best Marketing Strategy (Gold)
Brand Management & Reputation Awards 2023
Best Adviser Firm for Vulnerable Client Care
Professional Adviser Awards 2023
Best Discretionary Fund Manager
Professional Adviser Awards 2023
Best Market Newsletter
City of London Wealth Management Awards 2023
2022
Best Discretionary Fund Manager
Money Marketing Awards 2022
Best Discretionary Wealth Management
City of London Wealth Management Awards (COLWMA) 2022
Best Discretionary Wealth Management Company
The FIS Platform Securities Award (COLWMA) 2022
Adviser Choice Awards winner Scotland and Northern Ireland
CityWire Wealth Manager Awards 2022
2021
Best Discretionary Management Award
City of London Wealth Management Awards (COLWMA) 2021
Silver Award Winner Financial Services
UK Customer Experience Awards 2021
Discretionary Fund Management winner
Gold Standard Awards 2021
Best Discretionary Fund Manager
Professional Adviser Awards 2021
Scotland and Northern Ireland Winner
CityWire Adviser Choice Awards 2021
Midlands Winner
CityWire Adviser Choice Awards 2021
“I have no idea how they do it in these turbulent financial times, but Brewin Dolphin seem to be able to grow my investments whatever the financial circumstances. I am extremely grateful to them and my personal investment manager.”
CLIENT SURVEY 2021
I’m ready to find out more
Find out how we can help guide your wealth journey, access further information, make contact and meet us in person.