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Proposed acquisition of Brewin Dolphin by RBC

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ARE YOU AS GOOD WITH MONEY AS YOU THINK?

Our report found many of us lack confidence around investing and saving for
retirement. Find out how you compare and why smart advice helps you build a more
secure financial future

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PICK A SERVICE TO MATCH YOUR NEEDS

Brewin Portfolio Service

Simple, online investing from £500. Choose from an Investment ISA, JISA or
General Investment Account

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WealthPilot

Simple financial advice and investments for those with straightforward financial
planning requirements

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Wealth Management

Completely personal financial advice and investment management

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1762 from Brewin Dolphin

A dedicated wealth advisory service for clients with complex requirements

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MAKE A PLAN


THERE'S A LOT TO THINK ABOUT

And sometimes you don’t know where to begin. We can point you in the right
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HOW WEALTH MANAGEMENT WORKS

Step 1: Arrange a free introductory meeting

Step 2: We get to know you and your situation

Step 3: We design a plan to meet your needs

Step 4: You decide whether to proceed or not


Want to talk about your plans?
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£50bn+
Funds under management
50,000+
Clients
30+
UK and Ireland Offices
1762
Helping clients for 250 years

Protecting your finances
How to navigate the rising cost of living
5 MIN READ
Planning for retirement
Don’t rely on inheritance to fund your future
3 MIN READ

> Excellent personal service from people
> who really know me.”

CLIENT SATISFACTION SURVEY, 2020




HOW WILL YOU RETIRE NOW?

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GET BACK TO DREAMING ABOUT YOUR RETIREMENT. NOT DREADING IT.

Start talking to us today about your future retirement plan and we can help you
make sure it’s a resilient one

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Brewin Dolphin Limited is a member of the London Stock Exchange. Brewin Dolphin
Limited is authorised and regulated by the Financial Conduct Authority
(Financial Services Register reference number 124444) and regulated in Jersey by
the Jersey Financial Services Commission. Registered Office; 12 Smithfield
Street, London, EC1A 9BD. Registered in England and Wales - company number:
2135876.
Vat number: GB 690 8994 69. Brewin Dolphin Limited GIIN: 6J5L79.00000.LE.826.

The value of investments and any income from them can fall and you may get back
less than you invested.








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