Although Brewin Dolphin has served clients in Cumbria and beyond since 2006, the Penrith office opened in 2011 as an expansion of the Keswick branch, also merging with our Dumfries office in 2012. Since then we have continued the tradition of exceptional personal attention, while actively helping clients to achieve their long-term goals.
We cater not only for private individuals, but also intermediaries such as solicitors and accountants, as well as a range of charities, trusts and pension funds. We offer help with products such as ISAs, SIPPs and offshore bonds, as well as the more traditional equity investments and share portfolios, managed on a discretionary basis. Financial planning expertise is also available to offer a complete investment management service to clients, which includes advice on pension selection, insurance products and tax mitigation. Whether you want to call in, telephone, email, or write, we happily deal with new and existing clients in whatever way suits you best.