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Investment Management

Frequently Asked Questions

  1. I have recently received a cash sum which I wish to invest. What do you recommend?

    Any recommendations we make are designed to suit your individual circumstances. We would first establish these and your investment objectives and risk profile, and then suggest appropriate investments and/or investment management services.

    Contact us to arrange an initial consultation at no charge.

  2. I am a shareholder in the company I work for. Do you offer advice on how I could diversify my portfolio?

    Yes: - If you are looking for personal advice our Investment Management and Financial Planning services may be of interest.

    If you are involved with a private company considering flotation, or needing advice our Investment Banking service may be of interest.

  3. What services are available for Charities?

    We offer a Complete Investment Management Service for Charities.

  4. What Ethical Investment services do you offer?

    In the last decade there has been a significant increase in investors’ awareness of ethical considerations, with a rising number wishing to adopt an ethical stance in their portfolios. Hitherto, client requirements in this area have been met in the main by investing in a number of Ethical funds - unit or investments trusts investing exclusively in ethically correct companies.

    Whilst this is certainly an attractive option, particularly where the investment portfolio requires a collective approach, our Ethical Investment Service offers clients the opportunity to reflect their own particular ethical approach in their choice of investments, as part of our overall Portfolio Management Service.

    If you would like to discuss your requirements further, please contact one of our Investment Managers

  5. Do you provide impartial advice for all aspects of financial planning?

    Brewin Dolphin recognises that portfolio management is only one aspect of comprehensive financial planning and provides whole of market advice on all aspects of financial planning including pensions, life assurance, tax planning etc.

    Our financial planning teams are therefore available to provide independent advice and help to develop schemes to meet the present and future financial requirements of our individual clients and their families.

    Please see our financial planning section for more details or contact us us for more information.

  6. I have built up a collection of pension plans over the years. Can I consolidate them?

    There is no easy answer to consolidating pension plans. Any recommendations we make will be based on your personal circumstances and objectives. Please contact us for more information.

  7. What services do you offer those outside the UK?

    We offer a variety of Offshore Investment Management Services.

  8. What services are available for Professional Intermediaries?

    We offer a variety of services for Professional Intermediaries and their clients.

  9. Can you offer help and/or advice on simply buying and selling shares?

    Yes. If you don’t require advice, Stocktrade, our execution-only service, is a quick and efficient facility. You can deal directly online at www.stocktrade.co.uk, over the telephone or by post.

    However, if you require investment advice or management, our discretionary and advisory services may be of interest.

  10. What happens if I have paper share certificates?

    Clients can retain paper certificates, but should be aware that there is an additional charge for each certificated transaction. We also pass on Stock Exchange fines, which average £15 a day, for late settlement.

  11. What Investment Banking services do you offer?

    Brewin Dolphin is one of the acknowledged UK leaders in investment banking. With our staff of professionals, located in Birmingham, Edinburgh, Glasgow, Leeds, London, Manchester, and Newcastle, we have created a dedicated small and mid cap corporate, sales and research team. Our speciality has always been working with small and mid cap companies and we now act as advisers to a large number of quoted corporate clients on both the Official List and AIM, as well as a number of private companies.

    Brewin Dolphin Investment Banking website.

  12. What are your charges?

    Our charges are based on fees, commission or a combination of the two. These vary according to the level of service you require. Please contact us for further details.