Brewin Dolphin is one of the UK’s leading wealth managers, independently-owned and award winning. We offer personalised wealth management services, bespoked to meet diverse and varied individual needs. We work for individuals, charities and pension funds.
The heritage of our Cardiff office can be traced back to Bell Lawrie White (whose roots began in 1841), who opened an office in Cardiff in 1990 and was acquired by Brewin Dolphin in 1993. Since then we have forged a strong presence in Wales by offering exceptional personal attention from a highly qualified and experienced team of professionals.
We are experienced in helping people think through the issues and opportunities that affect them to create financial plans and investment portfolios which meet their personal and professional ambitions and aspirations.
Working with Brewin Dolphin gives our clients the confidence that comes from a better understanding of their financial position, what their options are and a plan to help them get to where they want to be that will respond to changes in their circumstances and financial markets.