The breadth of our financial expertise enables us to offer a comprehensive service and provide advice that is individually tailored to our clients’ needs.
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We offer both advisory and discretionary management services, creating bespoke private portfolios and advising on pension funds, trusts, charitable trusts and offshore bonds.
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Our qualified Financial Planners are able to advise on a strategy for managing your financial affairs and safeguarding the future of your family or your business. Our comprehensive range of services includes advice on tax and pension planning.
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For professional advisers, we offer secure access to your clients’ portfolio valuations together with details of the regulatory burdens we assume on your behalf and information on our fee-sharing policies and special products.
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2007 AIM Broker of the year, Brewin Dolphin Investment Banking is a recognised leading adviser to UK small & mid cap companies. Key sector specialisms include Consumer, Healthcare, Human Capital, IT, Leisure, Support Services, Transport.