Our heritage in Marlborough can be traced back to 1994, with the acquisition of the private client business of Seymour Pierce Butterfield, and the office has continued to grow and evolve ever since. We focus on private client wealth management through personalised portfolios for individuals, SIPPs, Trusts, and charities. The office also includes the specialist Court of Protection team.
Our overall service to clients is enhanced by strong in-house financial services expertise covering all aspects of personal finances from pensions through to inheritance tax planning. The Marlborough office is actively involved in local life and is delighted to be the main sponsor of Marlborough Tennis Club.
What RBC Brewin Dolphin can do for you
Our Marlborough based specialists focus on private client wealth management through personalised portfolios for individuals, SIPPs, Trusts, and charities. The office also includes the specialist Court of Protection team. Our overall service to clients is enhanced by strong in-house financial services expertise covering all aspects of personal finances from pensions through to inheritance tax planning.
For smart advice that’s tailored to you, speak to one of our financial advisers today.
Services for intermediaries
Whether your clients are investing to fund their retirement, cover education costs or help the next generation, we’ll support you in helping them achieve their ambitions – as well as your own. We offer a range of services to help you meet the needs of each client including:
- Discretionary Fund Management (DFM) – Builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
- More than 1,000 advice firms have signed up to use our MPS, attracted by strong investment performance and a constant focus on client satisfaction.
- Our Voyager fund range follows the investment approach of MPS, but in a unitised structure.
Key Contacts
Private Client
Stephen Depla
Head of Office – Chartered Wealth Manager
Intermediaries
Rob Fairbrother
Business Development Manager
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