Becoming a client of Brewin Dolphin gives you direct access to the team of professionals looking after your affairs and managing your money, as well as a host of other benefits.
Initial meetings are always at our cost and we are happy to answer any questions potential clients have about us and our business before a formal arrangement is agreed.
Our service starts with a comprehensive exercise in understanding you and your unique financial needs. We will also take the time to ensure you understand the services that we offer, what their risks and potential benefits are, and how we charge for the value we create for you. We will always provide a written proposal before we undertake any work on your behalf.
We will be available to you in person, over the phone or by email to answer your questions and discuss any concerns or changes to your circumstances. And we will regularly review your plan to help you stay on course to achieve your financial objectives.
You will receive regular information on how your financial plan and investment portfolio is progressing and be able to access up-to-date portfolio valuations online whenever you need them. We will provide detailed valuation reports at least twice a year and a comprehensive end-of-year tax schedule to help with your tax return.