Brewin Dolphin

About

We have a large team of investment management and financial planning experts based at our office in Newcastle city centre.

Story

Brewin Dolphin is one of the UK’s leading providers of personalised wealth management. We take an integrated approach to protecting and growing wealth that combines our skills and experience in investment management and financial planning.

We know that each client has a distinct set of financial goals and concerns, from finding tax-efficient ways to invest a lump sum, to setting up a retirement plan. We take time to understand your individual circumstances, your attitude to risk and your long-term investment objectives. Our experienced investment managers and financial planners use this information to build a financial solution that is precisely tailored to your needs and aspirations.

Please note, however, that while Brewin Dolphin looks across a wide range of financial products and services, we offer a ‘Restricted Advice’ service and will not review all retail investment products in the market.

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

Impressum

We are the regional office of Brewin Dolphin (www.brewin.co.uk) serving the North East of England, based in Newcastle upon Tyne.

Products

Financial Planning
Investment Management

"We have a large team of investment management and financial planning experts based at our office in Newcastle city centre. From here, we offer an extensive range of investment management advice that spans portfolio creation, ISAs and other tax-efficient investments, charity fund management, pensions and the mitigation of inheritance tax. Our highly qualified and experienced financial planning team can also help you to develop a sound strategy for managing your financial affairs and safeguarding your long-term wealth."

"We have a large team of investment management and financial planning experts based at our office in Newcastle city centre. From here, we offer an extensive range of investment management advice that spans portfolio creation, ISAs and other tax-efficient investments, charity fund management, pensions and the mitigation of inheritance tax. Our highly qualified and experienced financial planning team can also help you to develop a sound strategy for managing your financial affairs and safeguarding your long-term wealth."