Established in 1762, Brewin Dolphin is one of the UK's largest independently-owned private client wealth managers. With offices in Leeds and a further 37 branches throughout the UK and Channel Islands, we offer an extensive range of investment management and financial planning services.
We now have a team of 50 staff in Leeds responsible for the management of over £1 billion of client monies. We have been working with individuals, families, charities and businesses across Yorkshire and the UK providing successful investment solutions for generations. We offer a range of bespoke services including discretionary portfolio management, SIPP and pension fund management, ISAs, and IHT mitigation. The Leeds office is also one of Brewin Dolphin's charity management centres of excellence and we have a long track record of investing on behalf of charities and trusts across the region.