RBC Brewin Dolphin
RBC Brewin Dolphin is a leading wealth management company in the UK and Ireland, which helps people to plan and manage their wealth by protecting, growing and managing money effectively.
With a heritage spanning over 250 years, the business has supported clients through changing financial landscapes by offering tailored financial planning and investment management for individuals, businesses, and charities.
Their Wales-based office is home to specialist teams focused on delivering personalised financial advice and investment strategies. They take the time to understand each client’s aspirations, working to build a more secure financial future. From ISAs and pensions to inheritance tax planning, they ensure clients are on the right path and making the most of tax-efficient opportunities.