RBC Brewin Dolphin can trace its Cheltenham roots back to 1985. Our experienced and diverse team prides itself on building enduring and trusted relationships with our clients. The Cheltenham office works with the Bristol office to offer a wealth management service across the West of England. This close relationship ensures we have a greater depth of knowledge to meet a wide range of client needs and allows us to offer a highly personal local service to our clients. We specialise in advising private clients, trusts, charities and businesses. We have also developed strong relationships with fellow professionals such as solicitors and accountants so that clients are reassured there is an expert team of professionals all working together to help them meet their ultimate goals.
What RBC Brewin Dolphin can do for you
RBC Brewin Dolphin’s Cheltenham office specialises in advising private clients, trusts, charities and businesses. We have also developed strong relationships with fellow professionals such as solicitors and accountants so that clients are reassured there is an expert team of professionals all working together to help them meet their ultimate goals. The Cheltenham office works with the Bristol office to offer a wealth management service across the West of England. This close relationship ensures we have a greater depth of knowledge to meet a wide range of client needs and allows us to offer a highly personal local service to our clients.
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 in the heart of Cheltenham and a short 6-minute drive from Cheltenham Spa Railway station.
Key Contacts
Private Client
Tom Miller
Head of Office (Cheltenham & Bristol)
Intermediaries
Rob Fairbrother
Business Development Manager
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