RBC Brewin Dolphin Reviews 350

TrustScore 5 out of 5

4.8

While we don't verify specific claims because reviewers' opinions are their own, we may label reviews as "Verified" when we can confirm a business interaction took place. Read more

To protect platform integrity, every review on our platform—verified or not—is screened by our 24/7 automated software. This technology is designed to identify and remove content that breaches our guidelines, including reviews that are not based on a genuine experience. We recognise we may not catch everything, and you can flag anything you think we may have missed. Read more

Review summary

Created with AI, based on recent reviews

Evaluating 65 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently praise the staff for their exceptional helpfulness, patience, and professional demeanor, making interactions pleasant and productive. The customer service is frequently highlighted as outstanding, with many people appreciating the efficient and understanding approach to their queries and issues. The overall service provided is often described as excellent, with consumers noting the ease and clarity of processes. However, some customers also noted occasional difficulties with the user experience, specifically regarding the online dashboard and website. These issues included problems with accessing portfolios, rejected usernames and passwords, and the online portal being temperamental. A few people also mentioned that the company changed advisors frequently, which they found inconvenient.

What people talk about most

Staff

Clients share positive opinions on staff, consistently praising their helpfulness, patience, and... See more

Customer service

Consumers consistently report positive experiences with customer service. Reviewers frequently highlight the... See more

Service

Reviewers highlight positive aspects of service. Customers consistently praise the helpfulness, patience, and... See more

User experience

Customers had ambiguous experiences with the user experience. Some reviewers, despite limited computer... See more

Website

Users describe ambiguous interactions with the website. While some customers found the online dashboard a... See more

Reviews shaping this summary

Rated 5 out of 5 stars

We have just been through a fairly complicated process of setting up & transferring accounts. The team at BPS are always super helpful, patient and good humoured. The on line dashboard is a very goo... See more

Company replied

Rated 5 out of 5 stars

Definitely giving Naina Singh 5 stars! Exceptional customer service. Her knowledge, instructions and genuin kindness was a breath of fresh air! She knew exactly how to help me navigate the system... See more

Company replied

Rated 5 out of 5 stars

I already had an account with Brewin Dolphin. But hadn't used the direct access for quite a long time. In the meantime I had changed my email address, sorted access to new systems and lost my old no... See more

Company replied

Rated 5 out of 5 stars

Whenever I need to have a phone call with Brewin Dolphin, I always find efficient and patient help regarding any queries I may have. Kyle was extremely helpful, very kind, and we had a very pleas... See more

Company replied


Company details

  1. Investment Service
  2. Financial Consultant
  3. Financial Planner
  4. Fund Management Company
  5. Investment Company
  6. Non-Bank Financial Service

Written by the company

RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. We provide personalised financial advice and investment management services to individuals and families across the country , spanning investments, pensions, tax and estate planning. Our specialist financial planners will help you make the most of your financial situation, build a plan to realise your future ambitions, and provide for your loved ones. We can help you shape your journey for wherever life takes you. The value of investments can fall and you may get back less than you invested.


Contact info

4.8

Excellent

TrustScore 5 out of 5

350 reviews

5-star
4-star
3-star
2-star
1-star

Replied to 100% of negative reviews

Typically replies within 2 weeks

How this company uses Trustpilot

See how their reviews and ratings are sourced, scored, and moderated.

Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 5 out of 5 stars

login problems sorted quickly

My login problems were sorted quickly and efficiently

August 19, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Tim,

That's great to hear, thank you for letting us know.

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Log-in issues resolved quickly

Log-in issues resolved quickly and simply. Not postmortem on why I couldn't log in or question asking whether I could find an email with my temporary password to set up two-step authentication. We just went through the process. Thank you, Simon

July 29, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Annabel,

Thank you for taking the time to provide feedback about your experience. We look forward to continuing to support you.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Kelly Michie

Kelly Michie, the person I dealt with, was courteous, patient and efficient

July 23, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Maureen,

That's great to hear, thank you for letting us know.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Patient & Calm throughout

Login detail problems resolved. Paul was so good patiently guiding me through difficulties I repeatedly encountered without me feeling totally inadequate.
Thank you Paul

Victor

July 24, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Mrs Chlebowska,

Thank you for letting us know. We have high expectations of the level of service we provide, so we are pleased that we are meeting yours.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

I had had a problem getting on line but…

I had had a problem getting on line but Paul was able to help reset everything and get me online again. Very patient and helpful.

July 22, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Thank you for taking the time to provide feedback about your experience. We look forward to continuing to support you.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

I was struggling with log in and called…

I was struggling with log in and called Brewin. Matthew talked me through it and was sooo patient. Thank you so much, Matthew.

July 18, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Jean,

That's great to hear, thank you for letting us know.

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Kyle Blair to the rescue!

Had an issue with registering on the app, spoke to Kyle Blair a couple of times to try and resolve the issue. Kyle was extremely helpful and the problem was sorted very quickly.

July 12, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Peter,

That's great to hear, thank you for letting us know.

Best wishes,
RBC Brewin Dolphin

Rated 1 out of 5 stars

Just tried to call to ask a simple…

Just tried to call to ask a simple question regarding a transfer of cash in to BD, kept waiting on the line for cira 10 minutes with no one answering, so I hung up.

No service whatsoever.

July 8, 2024
Unprompted review
Rated 5 out of 5 stars

Patience is a Virtue!

This gentleman showed unbelievable patience in dealing with an old codger like me! Thanks to him, he sorted my problem out - something I could never have done on my own!

July 2, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Good morning Richard,

Thank you for taking the time to provide feedback about your experience. We look forward to continuing to support you.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

My Brewin Dophin experience

My telephone request was handled efficiently and quickly. The operative was helpful and charming

June 28, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Keith,
That's great to hear, thank you for letting us know.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Needed help to get re-registered…

Needed help to get re-registered following introduction of 2FA. Instructions provided by email did not work but telephone contact sorted it all out very quickly.

June 27, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Thank you for taking the time to provide feedback about your experience. We look forward to continuing to support you.
Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

I was struggling with a login problem…

I was struggling with a login problem and when I phoned Charlotte was reassuring and Patient. I struggle with technology and she was so kind and helpful. I tried again and still could not get in so as she had suggested I could phone again for further help. Paul came on the phone and I tried again but kept making mistakes and could understand what I was doing wrong. to help he suggested I get someone to help me at home and will pursue that option. Thank you both for your patience, clarity and advice.

June 27, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Mags,

Thank you for taking the time to provide feedback about your experience.
Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Got connected straightaway and issue…

Got connected straightaway and issue resolved within minutes.

June 27, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Nick,

That's great to hear, thank you for letting us know.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Shammas was very helpful this morning

Shammas was very helpful this morning. He solved my difficulty calmly, expertly and quickly.

June 26, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Stephen,

Thank you for letting us know. We have high expectations of the level of service we provide, so we are pleased that we are meeting yours.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Helpful & professional

Helpful & professional. First Class service.

June 26, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Andrew,

That's great to hear, thank you for letting us know.

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Shammas was very knowledgeable and…

Shammas was very knowledgeable and reassuring, and quickly sorted out my log in problem. He explained everything clearly and made sure I was happy at the end of the call.

June 26, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Good Morning Susan,

Thank you for taking the time to provide feedback about your experience. We look forward to continuing to support you.
Best wishes,

RBC Brewin Dolphin

Rated 5 out of 5 stars

Change of personal detail

I needed to change some security details on my account to continue use of the app.
My call was answered promptly, no queuing, and my query dealt with quickly given that there was some security questions to answer.
Polite and professional what not to like.

June 25, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi John,

Thank you for letting us know. We have high expectations of the level of service we provide, so we are pleased that we are meeting yours.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Having had major problems over the past…

Having had major problems over the past two weeks with the new verification system, Craig was the only one that has actually sorted it.
Many thanks,

As for the system not very good !!!!!

June 25, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Good morning Allan,

Thank you for taking the time to provide feedback about your experience.

Best wishes,
RBC Brewin Dolphin

The Trustpilot Experience

Anyone can write a Trustpilot review. People who write reviews have ownership to edit or delete them at any time, and they’ll be displayed as long as an account is active.

Companies can ask for reviews via automatic invitations. Labeled Verified, they’re about genuine experiences.

Learn more about other kinds of reviews.

We use dedicated people and clever technology to safeguard our platform. Find out how we combat fake reviews.

Learn about Trustpilot’s review process.

Here are 8 tips for writing great reviews.

Verification can help ensure real people are writing the reviews you read on Trustpilot.

Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.

Take a closer look