BREWIN DOLPHIN
- 6TH FLOOR, WATERFRONT PLAZA, 8 LAGANBANK ROAD
BT1 3LY BELFAST
Phone: +44 (0)28 9044 6000
E-mail: Send messagewww.brewindolphin.co.uk
Short profile:
The Belfast office of Brewin Dolphin was established in 2005 when ten former employees (including the Chairman and Chief Executive) of Cunningham Coates set out their stall under the Brewin Dolphin banner. Since inception we have grown funds under management to £525 million plus and the rate of progress continues apace. We provide a broad range of services to our clients from advisory dealing and portfolio management through to full discretionary management.
In addition, we have built up valuable relationships with the ever expanding financial intermediaries market and are able to employ the Group’s expertise in SIPP and IHT relief provision to extend the range of services these advisers offer to their clients. The commercial face of Belfast and indeed Northern Ireland has been transformed in recent years. Brewin Dolphin is contributing to this expansion and we look forward to the future with confidence.
Detailed description:
We have 41 offices across the UK and Channel Islands offering a wide range of financial services and we have over £23 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. With the origins of the firm going back two and a half centuries, Brewin Dolphin has a rich heritage. We can trace our beginnings back to the mid 18th Century and one of the founding firms of the London Stock Exchange. Brewin Dolphin is authorised and regulated by the Financial Services Authority (FSA) and has a Premium Listing on the London Stock Exchange.
This is the most stringent form of listing in terms of the financial, governance and regulatory requirements or standards available for companies seeking to be included on the FSA’s Official List. Brewin Dolphin is also a member of the Association of Private Client Investment Managers and Stockbrokers (APCIMS), the wealth management and broking firm trade association. Brewin Dolphin offers a complete investment management and financial planning service, tailored to meet the needs of investors and intermediaries alike. We are one of the UK’s largest independent private client investment managers and have stood the test of time.
With the origins of the firm going back to the mid 18th century, we have a wealth of experience of dealing with the ups and downs of investment markets. At Brewin Dolphin, we are focused on meeting the individual needs of our diverse range of clients. That means we always start by listening to you, learning about your financial position and discussing what you want your investments to achieve. Your adviser will then draw on specialist expertise from around Brewin Dolphin to ensure you are able to benefit from the blend of services you need.
Keywords:
managers, branch, markets, lump, financial institutions, complete investment, LOANS, planning, insurance, private clients, checking, financial services, online, negotiations, ATM, resolve, banks, health insurance, bill pay, acquisition, financial plan, Broker, risk, reality check, helping, goals, brokerage, FINANCIAL, savings, expertise, Discretionary, security, investment, priorities, personal loans, Strategic, estate, recognition, individuals, risk management, locations, property, cash flow management, companies, National expertise, INSTITUTIONS, advice, financial decisions, CCOUNT, casualty, bANKING, direction, MORTGAGES, retirement, retirement plan, pensions, mergers, restructuring, analysis, life, education, tax, Advisers, BARCLAYS, effective
