Member: Brewin Dolphin Ltd

Our clients rely on us to protect and grow their wealth. They value our ability to give them peace of mind and intelligently manage their long-term financial aspirations. You can take confidence from one of the UK’s largest independently-owned wealth managers – whether you need to find tax-efficient ways to invest wisely, set up a retirement plan or reduce inheritance tax.

Brewin Dolphin has a rich heritage in Manchester and we can trace our roots in the city back to the founders of the Manchester Stock Exchange in the 1840s. We now offer our clients a comprehensive and personal portfolio management service, drawing on the office’s accumulated expertise and experience in the provision of a range of other financial services including ISAs, charity and pension fund management, and tax and retirement planning.

See if we can help you:

  • Grow a sizeable tax-efficient pot for the future
  • Gain a viable income from investments
  • Plan a sustainable pension
  • Effectively manage your estate and inheritance tax
  • Safeguard your family’s wellbeing

Find out how our long-standing expertise and local experience could make a difference to your money.

Contact: Tel: Email:
Primary Caroline Rose 0161 89 4222