This isn’t about us:
It’s about you and your plans for the future, your ambitions and your passions. This is about preserving and growing your business and about making the most of your money and your provision for the next generation. This is about investing in a relationship with a wealth manager that takes the time to really understand what makes you tick.
This is how we begin every conversation.
At Brewin Dolphin Wales based in Cardiff, our wealth management team create individual solutions that meet the needs of our clients through a personal and lasting long term relationship. Our financial planners can advise from incubation to exit and beyond to provide you with a plan to maximise your opportunities today and in the future as your financial circumstances evolve. In line with the premium we place on our personal approach, we’ve built a network of 30 offices across the UK, Jersey and Ireland, committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core.
The value of investments can fall, and you may get back less than you invested.
Brewin Dolphin Limited is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number: 124444).