UK 020 3201 3900 Search Search Contact Login Menu Home Individuals Our services Wealth management Wealth management We specialise in helping people make the most of their wealth with tailored financial planning and investment advice services. FIND OUT MORE Wealth management Our wealth management advice service combines the benefits of both financial planning and investment management expertise. It is a comprehensive and individualised solution for those needing support in both areas. FIND OUT MORE Investment management Our expert investment managers take the complexity out of managing your own portfolio and provide in-depth advice on making the most of your investments. FIND OUT MORE Financial planning Our specialist financial planners work with you to make the most of your financial situation and ensure you have a plan to realise your future ambitions and protect your loved ones. FIND OUT MORE I am ready to start a conversation Find out how we can help guide your wealth journey with our expert financial planning services. REQUEST A CALLBACK Further reading. Download our helpful guides Smarter planning for the tax year Make the most of the new tax year. Find out how planning ahead can help you make the most of your tax allowances in our comprehensive guide. READ MORE Reducing inheritance tax Learn more about estate planning, and how writing a will, lifetime gifting and managing your IHT liability can help you and your loved ones in our comprehensive guide. READ MORE A guide to income in retirement Find out more about your options for taking an income in retirement and what you need to consider in our comprehensive guide. READ MORE A leading wealth manager We look after £51.4bn of client money Quick links Careers Corporate Responsibility Media Centre Investor Relations Locations Ireland Channel Islands Links Accessibility Brexit Statement Cookie Policy Manage cookie settings Privacy Notice Our Terms Sitemap Complaints Procedure Speak Up Legal & Other Information Fraud Awareness Modern Slavery and Human Trafficking Statement Call us 020 3201 3900 Enquire online Contact us Follow us LinkedIn Twitter Facebook Instagram 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. Cookies on our website At Brewin Dolphin we use necessary cookies across our websites to ensure they function properly. We would also like to set optional analytics cookies to help us improve our sites and your experience, and in order to remember your preferences. We would like to set cookies that share data with third parties including Google, Facebook and LinkedIn for marketing purposes. You can choose which types of cookies you would like to accept by selecting 'Manage cookie settings'. To accept all optional cookies, select 'Accept all cookies'. You can change your mind at any time by clicking on ‘Cookie Settings’ at the foot of any page on our website. To learn more about how we use cookies, visit our Cookie policy. For more information about how we use personal data, see our Privacy notice. Accept All Cookies Manage cookie settings