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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

LEARN MORE


A guide to our services and how we can help

Download

Request a callback from one of our offices

CONTACT US


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

FIND OUT MORE

WealthPilot

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

FIND OUT MORE

Wealth Management

Completely personal financial advice and investment management

FIND OUT MORE

1762 from RBC 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
direction. 


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?
Speak to us and see how we can help you achieve your goals

REQUEST A CALLBACK

FIND AN OFFICE

£50bn+
Funds under management
50,000+
Clients
30+
UK and Ireland Offices
1762
Helping clients for 250 years

Economics
Autumn budget statement November 2022
3 MIN READ
Planning for retirement
Is now a good time to buy an annuity?
3 MIN READ

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

CLIENT SATISFACTION SURVEY, 2020




HOW WILL YOU RETIRE NOW?

Plan your strategy in response to the latest market developments with our
Coronavirus response guide

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A guide to protect your financial security

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Five steps to protect your retirement plan

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Saving for Retirement


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

READ MORE


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RBC Brewin Dolphin is a trading name of Brewin Dolphin Limited. Brewin Dolphin
Limited is authorised and regulated by the Financial Conduct Authority
(Financial Services Register reference number 124444) and regulated in Jersey by
the 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 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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MANAGE COOKIE SETTINGS

Click on the different category headings to find out more about how we use
cookies. You can also change your cookie preferences at any time. Note that
blocking some types of cookies may impact your experience on RBC Brewin Dolphin
sites and the services we are able to offer.
More information
Allow All


MANAGE CONSENT PREFERENCES

STRICTLY NECESSARY COOKIES

Always Active

These cookies are necessary for the website to function and cannot be switched
off in our systems. They are usually only set in response to actions made by you
which amount to a request for services, such as setting your privacy
preferences, logging in or filling in forms. You can set your browser to block
or alert you about these cookies, but some parts of the site will not then work.
These cookies do not store any personally identifiable information.

Cookies Details‎

PERFORMANCE COOKIES

Performance Cookies

These cookies allow us to count visits and traffic sources so we can measure and
improve the performance of our site. They help us to know which pages are the
most and least popular and see how visitors move around the site. All
information these cookies collect is aggregated and therefore anonymous. If you
do not allow these cookies we will not know when you have visited our site, and
will not be able to monitor its performance.

Cookies Details‎

FUNCTIONAL COOKIES

Functional Cookies

These cookies enable the website to provide enhanced functionality and
personalisation. They may be set by us or by third party providers whose
services we have added to our pages. If you do not allow these cookies then some
or all of these services may not function properly.

Cookies Details‎

TARGETING COOKIES

Targeting Cookies

These cookies may be set through our site by our advertising partners. They may
be used by those companies to build a profile of your interests and show you
relevant adverts on other sites. They do not store directly personal
information, but are based on uniquely identifying your browser and internet
device. If you do not allow these cookies, you will experience less targeted
advertising.

Cookies Details‎
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