Financial advisers

In today's fast-changing marketplace, managing clients' investment portfolios has become a full-time job in its own right, yet it is just one of the many demands on a busy financial adviser's time. As more and more financial advisers are discovering, you can delegate some of the regulatory and administrative burden of your clients' investment portfolios to Brewin Dolphin and free up time to focus on what you do best: financial planning and growing your business.

Solicitors & accountants

We advise different types of accountant and solicitor and their private clients on wealth management matters. From prenuptial, divorce, estate administration and mental capacity through to company exits and partnership matters, we take time to understand the different disciplines practised by professional advisers.

Personal

'Investing in the relationship' may sound an old-fashioned approach to business, but for us it has never gone out of fashion. There are no shortcuts, and even with today's technological advantages, we believe that the best way to understand your needs is to invest time with you. After all, it is only by understanding you properly that we can create and execute a strategy that will truly achieve your goals.

About Us

The Lincoln office can trace its heritage back to 1899. Through a series of mergers and expansion (with the Hill Osborne partnership joining in June 2000) we have evolved to become the present day Brewin Dolphin Lincoln. Our experience and expertise, together with our commitment to the highest levels of client service, provide the foundations for a progressive approach to bespoke wealth management. We take time to understand each of our clients' objectives continuing the tradition of exceptional personal attention, while actively helping clients to achieve their long-term goals.

We have a team of highly qualified and experienced professionals who offer wealth management services on behalf of individual clients, charities, trustees, pension funds and clients of independent financial advisers. In addition, we are supported by a full range of financial planning, investment and administrative services. Our investment management skills can complement your tax-efficient needs in areas such as ISAs, pensions and inheritance tax planning - all of which helps to provide an enhanced investment service to achieve the most effective outcome for our clients.

Independent minds

We remain an independently-owned firm, listed on the London FTSE 250, bound to no corporate group.

We have our own substantial award-winning independent research team, who undertake their own research across markets, asset classes and individual companies. They develop their own unconstrained views and insights, which our client advisers draw upon to best manage your wealth.

How we can help you

We can give you the confidence that comes from a better understanding of your financial position, what your options are and a plan to help you get to where you want to be that will respond to changes in your circumstances and the ups and downs of markets.