Financial Planning & Pensions - UK-wide
What the Team is Known For
Brewin Dolphin is well regarded in the market for offering high net worth clients a wide array of financial planning services.
Strengths
"Brewin Dolphin always had the ability to deal with complex ultra high net worth clients. Its merger with RBC was a good strategy to get broader."
"Brewin Dolphin are very good at providing the information that is needed to deal with estates and trusts. The team is also very responsive."
"Brewin Dolphin is good to deal with. Its advisers know what they are doing and how to manage a trust. I deal with different advisers each time and the firm has the right processes in place."
