RBC Brewin Dolphin Reviews 350

TrustScore 5 out of 5

4.8

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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
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1-star

Replied to 100% of negative reviews

Typically replies within 2 weeks

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Rated 5 out of 5 stars

My call was quickly and courteously…

My call was quickly and courteously answered by Hikmat,and the problem easily solved

October 24, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Good Morning Mr Mackonochie,

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 call was answered quickly and Kyle…

My call was answered quickly and Kyle was very helpful and able to solve my problem.

October 22, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hey Ian,

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

Problem solving: account access

For some days I have had a frustrating problem of accessing my account on my phone. Today using knowledge and logic HIKMAT solved the problem calmly and with immense patience for whch I am tremendously grateful. I am in the process of buying a new desktop computer so am dependent on my iPhone to access my account. Thank you!

October 2, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hey Rob

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

Great customer service on a Saturday!

Julia was by far one of the most helpful, patient and good natured individuals I have spoken to in a customer service capacity. She made what I feared was going to be a very convoluted process very simple and straightforward. Thank you Julia!

October 18, 2025
Unprompted review
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Reply from RBC Brewin Dolphin

Hi Emma,

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

Patience and calm personified

Hikmat was patient and said I could take as long as I needed, that I should not feel any pressure, or feel I was wasting his time. That is rare these days. His ability to bring calm to what I find stressful, dealing with money matters, led to a more measured decision on my part and for that I am very grateful.

October 16, 2025
Unprompted review
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Reply from RBC Brewin Dolphin

Dear Jo,

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

Amon did a great job today

Simon did a great job today. Took time to listen to the issue, then quickly and efficiently resolved it.
Thanks.

October 8, 2025
Unprompted review
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Reply from RBC Brewin Dolphin

Hi Paul,

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

Very positive experience

Very positive experience, Kyle took us through the process and explained everything very well.

September 30, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hey Andy
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

Him at Sultani was a huge help in…

Him at Sultani was a huge help in solving my problem. He dealt with the problem with patience and consideration

September 29, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

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

Charlotte very knowledgeable and helpful.

Charlotte very knowledgeable and helpful

September 23, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Mr and Mrs Davies

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

Very helpful indeed

Very helpful indeed. It was a pleasure to talk with Paul, who talked me through what I needed to know with great patience, clarity and courtesy.

September 9, 2025
Unprompted review
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Reply from RBC Brewin Dolphin

Hi Marg,

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 4 out of 5 stars

Transfer from Hargreaves Landsdown

Transfer from Hargreaves Landsdown was seamless & efficient. Call with customer services to walk through BPS web & app products and services was excellent. Some of the web portal services are not accessible for me via my Mac Book (withdrawals and media centre ) at the moment. I followed instructions to try an alternative web browser and check pop up blocker settings without success. Hopefully a call back with the web supports services team will rectify this.

September 8, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi William,

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

RBC Brewin Dolphin

Rated 5 out of 5 stars

Useful summary of the features of my…

Useful summary of the features of my account, and the few questions I had were answered.

September 5, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi J Allen,

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

Very efficient

August 29, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Alan,

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

Best wishes,
RBC Brewin Dolphin

Rated 1 out of 5 stars

Closed my multi generational account…

Closed my multi generational account without a proper explanation. So, not really in it for the long term. Money was not always paid into my account when it should have been. They changed advisors all too frequently for my liking. All in all, a poor experience.

August 28, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Gary,

We have reached out to you previously to address your concerns.

Kind regards,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Clear, helpful and prompt with emails and on the phone

Dealing with an account as an attorney can be quite complex with some organisations, but Brewin Dolphin have been clear and helpful throughout. It makes a big difference being able to email and speak on the phone and have questions answered quickly, I would happily recommend them to others.

August 14, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Eleanor

Thank you for taking the time to give feedback about your experience. I'm really pleased to hear our service is meeting your expectations. If you need help with anything, please don't hesitate to get in touch.

Best wishes
RBC Brewin Dolphin

Rated 1 out of 5 stars

I wouldn’t trust them with a penny

Told them on 5 separate occasions that keep sending mail for a previous owner of my address but they still keep sending countless letters. I called them AGAIN and was put through to someone claiming to be an account manager who asked me to open the mail and give him the account number off the letter! Not only is this illegal, I would not trust a company who asks random people to open their investors private paperwork and breach data protection!

July 28, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Beccy,

We are sorry to hear about your experience. We take data privacy seriously and we are currently looking into this issue.

We would be grateful if you could send the documents back to us with a cover letter providing context about what has happened. This will allow us to investigate further and resolve the issue.

If you have any further questions, please contact us at clientcomplaints@brewin.co.uk.

Kind regards,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Just had a very good call with the…

Just had a very good call with the customer service team. Very kind, helpful and clear communication throughout the call which led to my issue being resolved very quickly

July 21, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Lucy,

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

A very good experience with…

Just had a very good experience with Kyle from the Customer Services helping me out on resetting my security details. He was incredibly patient and gave very clear instructions. In all this was a brilliant service.

July 10, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Jeremy,

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

Called in to re-initiate on-line access…

Called in to re-initiate on-line access to my account. Jodie was extremely patient and helpful and took all the time required to guide me through the process. Excellent result!

July 4, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Bill,

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

Easy transfer to the BPS service

Easy transfer to the BPS service. Call with Charlotte this morning to introduce discuss and answr any questions. The transfer went well and kept informed.

June 13, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Philip

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

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