With a heritage that can be traced back to the 1940s, the Oxford office became part of Brewin Dolphin in 2006. The team of highly experienced investment managers has worked together for many years and has continued the tradition of exceptional personal attention, while actively helping clients to achieve their long-term goals.
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.