Brewin Dolphin is one of the UK’s largest independently owned private client wealth managers. We have 40 offices throughout the United Kingdom and Channel Islands offering a wide range of financial services and we have over £32 billion under management. Our success is founded on our long track record of helping private clients, trusts, charities and pension funds to create and preserve wealth.
The Leeds office of Brewin Dolphin can trace is heritage back to 1903 with the formation of Wise Speke. The Investment Management office became part of Brewin Dolphin Group in 1998 following the acquisition of Wise Speke. A further acquisition of local broker Broadbridge was completed in 2000, which was closely followed by a new team joining in 2001. Subsequent teams joined in 2008, 2009 and 2011.
We now have over 40 members of staff in the investment management division responsible for the management of some £1.6 billion of client monies. We have been working with individuals, families and businesses across Yorkshire and the UK providing successful investment solutions for generations. Our portfolio management services cover private clients, ISAs, Charities, trusts, pension funds, and SIPPs, and we have executives with specialist knowledge in all of these areas.
The Leeds office is also one of Brewin Dolphin’s charity management centres of excellence. The team headed up by Michael Craven, has a long track record and considerable expertise in investing on behalf of charities.
Our teams of financial planners offer an integrated service, designed to take a holistic view of your financial circumstances. As well as offering a full strategic financial planning package, we can also work on specific projects such as estate planning, school fee planning, pensions and tax efficient strategies.
|The value of investments can fall and you may get back less than you invested.|