With a heritage that can be traced back to 1863, the Plymouth office has been through many mergers and takeovers over the years and became part of RBC Brewin Dolphin in 2007. The Plymouth-based team of highly qualified investment managers and financial planners now covers Cornwall, West Devon and the South Hams between them and have more than 100 years of experience in wealth management.
What RBC Brewin Dolphin can do for you
The Plymouth-based team of highly qualified investment managers and financial planners now covers Cornwall, West Devon and the South Hams. We provide a personal and bespoke service, with expertise in discretionary portfolio management, charities investment management, SIPP/pension and income drawdown management and services for professional intermediaries. We offer a wide range of financial planning areas including protecting your family and business, pensions, savings, tax planning, and retirement planning.
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 a 15-minute drive from Plymouth railway station.
Key Contacts
Private Client
Tim Walker
Head of Office (Southwest)
Intermediaries
James Holt
Assistant Director – Investment Manager
Request a callback
I am ready to start a conversation
Find out how we can help guide your wealth journey.