What do Brewin Dolphin do?
Brewin Dolphin is a Wealth Management firm which offers Financial Planning and Investment Management services. The combination of the two is referred to as Wealth Management.
Our Financial Planning advice spans several key areas, including retirement planning, trust and estate planning (inheritance tax planning) and protection planning.
The Investment Management service provides investors with the peace of mind that comes with delegating the day to day running of investment portfolios to a professional. We start by understanding what you want to achieve with your investments before building a portfolio of assets tailored specifically to your objectives.
Who are your typical clients?
We do not have a typical client. We manage money for individuals who have built wealth, individuals who have inherited wealth, business owners, individuals starting their careers and individuals in retirement. We also manage money for Trusts, Charities, Companies and external Financial Planning firms.
Each client is very different, which is why it is vitally important to offer a personalised service rather than trying to shoehorn individuals into a particular circumstance.
You also don’t need to move in the circles of Premier League footballers to consider wealth management services. Our bespoke Investment Management service is for those with investable assets around £150,000 or more, however, we also have other services and solutions starting from as little as £2,000.
Can Brewin Dolphin be of assistance?
There are lots of ways in which Brewin Dolphin could assist you. This may be through investing your money for income, for growth, or in a tax efficient manner. Alternatively, we could help you through considering your pension and retirement needs, i.e. building your retirement pot and considering your options at retirement.
Some individuals might be interested in passing on their wealth and therefore keen on managing inheritance tax, considering trusts etc. Others might be interested in protecting their wealth for their family or for their business. Certain life events also give rise to a focus on wealth management services, i.e. the arrival of a new child, grandchild or a divorce may lead to an individual reassessing their overall financial and personal objectives.
The majority of our clients actually enjoy the process of streamlining their assets into a professionally managed portfolio, saving them the administration of dealing with several different investment providers. It is important that all aspect of your wealth are in tune with the overall end goal.