Brewin Dolphin tends to offer financial advice coupled with its investment management service. To its credit Brewin publishes fees on its website, but they are quite steep.

For new monies invested there is an initial charge of up to 2%, while the annual charge is 1.5% (fund charges in addition).

As a guide, on a £500,000 portfolio we would typically save clients over £5,000 a year in annual fees and significant amounts on new investments.

We are happy to review existing arrangements from £100,000 to £5m and only take on clients when it's clear we can add value.

Just call us on 0203 397 7280 or drop us an email.