With almost 135 years of industry experience between them, the Brewin Dolphin Bournemouth team offer private client investment management and financial planning, services for professional intermediaries and investment management for charities. Through our commitment to exceptional personal attention we actively help our clients to achieve their long-term goals.
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.
The move to Bournemouth reinforces Brewin Dolphin’s commitment to the South, which is underpinned by continuing support for local events and charitable causes including the Solent Music Festival; the Chalke Valley History Festival; the New Forest Show and the Commodores’ Cup.