Brewin Dolphin can trace its Cheltenham roots back to 1985. Our experienced and diverse team prides itself on building enduring and trusted relationships with our clients.
We offer a wealth management service that reflects the individual needs of each client. To achieve this we need to get to know our clients well and understand what is important to them. 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.
I want to grow my wealth
Family, retirement, personal goals and private ambitions. Whatever your long-term wealth priorities, our first investment will always be in understanding your priorities and building a personal relationship with you.
Investing For Growth
We are here to help you achieve your ambitions. Whether you want to grow the long-term value of your wealth to provide an income later in life or to pass it on to future generations, we can help you plan a path. Growing your investments, increasing your pension pot, funding school fees – we will help you to navigate a successful course to grow your wealth and meet your life goals.
Investing Tax Efficiently
The range of tax allowances and exemptions for investors can seem bewildering, from ISAs to pensions to capital gains tax. We can help you build a financial plan that makes the most of the reliefs and allowances set by government, so you can make the most of the returns on your pensions, savings and other investments.
From helping to kick start your personal wealth plan, to making the most of the opportunities wealth brings – we will be with you at every stage of your journey. Whatever your circumstances, we offer wealth planning and investment management that is appropriate, personal, honest and clear. And whatever your ambitions, we are there to help you use wealth to enrich your life.
Direct Online Investment
Brewin Portfolio Service is our online investment option for clients who are happy to make some investment decisions themselves. From £10,000 you can gain access to the experience and expertise of our award-winning research team. Choose from six ready-made portfolios to match your personal attitude to risk and return, all with fees of less than 1%.