London-based Brewin Dolphin holdings plc, a constituent of the FTSE 250 Index and founded in 1762, is one of the oldest and largest investment management and financial planning providers. The company operates in Jersey, UK, and Ireland. The company is financial services provider including personalized wealth management services, Portfolio Service (BPS), Financial Planning, Managed Portfolio Service (MPS), Discretionary Management Service and Intermediary Services and other services, such as passing on wealth, pension, and retirement. It has 30 offices across the UK.
The company’s objective is to serve as a responsible investor and with more sustainable business practices including incorporating environmental, social and governance (ESG) factors. The company believes in a value of investing in relationship with its client before investing their money.
The company provides investing money services including investing for income, investing for goals, and managing own investments, investing for growth, and investing tax efficiency. The company also offers investment management advice services on how to protect wealth and manage life events such as selling of business, family, and divorce. The company engaged in providing help to charities and trusts to achieve their financial goals as a core part of its business. The company’s Pension and Retirement Services include building retirement funds and option at the time of retirement for its clients.
The company helps individuals by providing expert financial planning and investment services that helps an individual building their wealth, protect and planning for the future. The company is engaged in business in Jersey, which is regulated by Jersey Financial Services Commission and authorized by the Financial Conduct Authority. In Ireland, the company is regulated by the Central Bank of Ireland and authorised by the Financial Conduct Authority.
BREWIN DOLPHIN HOLDINGS PLC (LSE: BRWL) 12 Smithfield St, London, Greater London, EC1A 9BD, United Kingdom
020 3201 3900