At RBC Brewin Dolphin, we recognise that every client has different goals for their finances – from finding tax-efficient ways to manage a business or invest a lump sum through to setting up a retirement plan or helping owners through business exits. We work with individuals and owners to help make the complex, simple.

We will take the time to understand your particular circumstances, your attitude to risk and your investment objectives, both today and in the longer term. Our experienced financial professionals – including both Investment Managers and Financial Planners – will then use this information to build a solution that is precisely tailored to your needs and aspirations.

If you have any questions, please do get in touch.