Address Brewin Dolphin, Lyle House, Fairways Business Park, Inverness IV2 6AA, Scotland, UK
Telephone: 01463 225 888
Expertise underpins Brewin Dolphin’s wealth management solutions in Inverness
The prosperity of the Highlands and Islands’ economy is at the heart of the region’s thriving business sector. As entrepreneurs pinpoint niche markets throughout the area, investment in the tourism, energy, medical, manufacturing and design industries continues to grow.
At Brewin Dolphin, where we specialise in complete wealth management solutions, we take great pride in watching an industrious region flourish as entrepreneurs continue to capitalise on opportunities and develop new technologies or practices.
Their business acumen and enterprise contributes considerably to building upon the Highlands and Islands’ robust fiscal environment which feeds the industry’s appetite for investment and underpins its reputation as a high quality destination to live, work or visit.
As a FTSE 250 national company with 41 offices across the UK including Inverness, the Brewin Dolphin team has its finger on the pulse of each region it operates in and watches with interest the local companies impacting on the markets. Our insight keeps us in tune with current market conditions and allows our clients to reap the rewards of having a national investment manager at a regional level.
Through offering complete wealth management solutions, which combine financial planning expertise and our position as one of the UK’s largest independent private client investment managers, Brewin Dolphin’s service is shaped by our knowledge of industry trends both locally and globally.
We have the agility to adapt to today’s fast-changing markets and take great pride in building strong, trusted relationships with our clients to provide fresh investment ideas and advice which are focused on delivering results. We also ensure our clients are well rehearsed about the virtues of having a diversified portfolio of investments which are actively managed in the most tax-efficient way possible.
Brewin Dolphin’s expertise is underpinned by the team’s industry-leading qualifications. Elaine McLachlan, who is a divisional director and head of Brewin Dolphin’s Inverness office, is an Associate of the Society of Investment Professionals and a Fellow of the Chartered Institute for Securities & Investment (CISI) which is the industry’s largest and most widely respected professional body.
Investment manager Mark Ireland has achieved CISI member status after successfully completing the CISI Diploma while assistant director Morag Robertson, who heads financial planning, has achieved Chartered status and financial planning manager Rachael Ward has attained Diploma status.
The team continues to build on its success and expertise to reinforce its high quality of service and solutions for clients whether it is to protect the long term wellbeing of their family or business.
No investment is suitable for all people and should you have any doubt about this service you should consult an authorised financial adviser.
Any tax allowances or thresholds mentioned are based on personal circumstances and current legislation which is subject to change.As you visit ‘Brewin Dolphin’, you may find interest in following listings . . .