Wealth management
Our core service, designed to help you make the most of what you have already built.
We work closely with you to understand your goals and help you achieve them, whether they involve planning towards retirement, structuring and preserving your income, or creating a strategy for estate planning.
1762 from RBC Brewin Dolphin
An exclusive service for people with established wealth whose complex needs require expert advice.
We provide highly personalised advice that reflects your unique circumstances, and helps you achieve what you want in life.
Brewin Portfolio Service
This is our ready-made investing service for people who may be new to investing, or are looking to give children or grandchildren a good start in life.
Eleven ready-made solutions. Hassle-free, digital investing. From only £500.