Our heritage in Oxford dates back to the 1940s. The team today has worked together for many years and has built a strong reputation for providing a high-class professional service in Oxford and the surrounding areas. The team specialises in personalised wealth management for individuals, trusts, companies and charities.
This encompasses ISAs, SIPPs and inheritance tax planning. While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future need, and/or managing the tax payable on their investments. In addition, through effective planning, we allocate your available financial resources in the most efficient and effective way possible and identify ways to save money.
What RBC Brewin Dolphin can do for you
Our Oxford team specialises in personalised wealth management for individuals, trusts, companies and charities. This encompasses ISAs, SIPPs and inheritance tax planning. While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future needs, and/or managing the tax payable on their investments. In addition, through effective planning, we allocate your available financial resources in the most efficient and effective way possible.
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.
How to get to the office
Our office is located on the outskirts of Oxford city centre, an eight-minute drive from Oxford railway station.
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