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

Customer Service is excellent

Have just had a productive call with a very lovely and helpful advisor. I am a luddite when it comes to technology and he was so patient helping me learn how to access my account remotely. I am so grateful that Brewin Dolphin have a customer services department.

June 5, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Annette,

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

Very helpful and patient on phone helping me to log in to online account.

June 4, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Rhona

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

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Top service from Kelly Mitchie

Top service from Kelly Mitchie, passwords reset and gone paperless, thanks again Kelly top service.

May 14, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Neal,

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.

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. Charges have been reduced further, which is good news, and will now review after a few months to monitor performance.

May 12, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Douglas,

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

good

good, straightforward and helpful. Easy to access.

April 18, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Ridley,

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

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

New password

Simon gave me a great deal of help getting me into my Brewin account with a new password
He was very patient as I am partially deaf.

April 8, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Keith,

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

Excellent Customer Service

Customer Service team spotted an error in a transaction that was time critical, so acted promptly and thoroughly to ensure the issue was resolved. Leo was great, ensuring I had all the information I needed, and supported to get the issue resolved very promptly. Thankyou

April 4, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Amy,

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 2 out of 5 stars

Small amount, nobody interested!

I'm 70 years old and at some time obviously have held a small account with Brewin/RBC. Putting my affairs in order key as a pensioner of course. Have several HNW level investments and could have considered trying Brewin again, BUT......
.... as they have kindly been sending me huge valuation documents and updates the last couple of years, I thought I'd ring them to cash in my account as it was costing them far more to administer it than they'd be making from it. I've both emailed and rung them but NOBODY gets back to me......I notice they have an office in Tunbridge Wells, perhaps I'll pop in? Just wondering if Trustpilot reviews can help me resolve this?

October 3, 2024
Unprompted review
Rated 5 out of 5 stars

Phone enquiries answered well

Phone enquiries answered promptly and well.
We find it difficult to understand the "ins and outs" of our investment portfolio and the Brewin customer services team are always so helpful.
Today I had some questions which were answered in detail and clearly by Jodi.
Thankyou!

April 2, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Jeremy,

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

Matthew was exceptional in listening to…

Matthew was exceptional in listening to our concerns, explaining what the problem was and expediting its successful outcome. Made the whole process less stressful, very friendly manner but always professional.
Pete & Sandy Miller.

March 31, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Pete and Sandy,

Thank you for taking the time to leave a review. It's great to know you're receiving the high levels of service we strive for. If there's anything else we can help you with, please don't hesitate to get in touch.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Feedback from enquiry…

The promptness and efficiency of the service from Hikmat at 8am was very much appreciated.

March 12, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Ken,

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

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Professional company

I spoke to Jodi who was very helpful, especially when I couldn’t remember my account number. She assured me it wasn’t a problem and took me through the security questions to access the account. It was all very easily and quickly done and she was very friendly.

March 10, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Lou,

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

Helpful and productive response

Jodie was very knowledgeable and helpful. She was patient whilst we found all the details that were needed and kept in touch until all the arrangements were made to set up our new account. Thank you Jodi.

March 6, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Gill

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

Great help

I needed help accessing my account as it had been a while since I did. Simon was very helpful and friendly. Everything was done quickly and smoothly

March 6, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Carly

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 online advice

I needed advice about how to access my accont online, and was ably guided through the process.

March 5, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Ray

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

Leo was very helpful and managed to fix…

Leo was very helpful and managed to fix the issue I was having. Thanks!

March 4, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Ruth,

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 very happy with my experience…

I was very happy with my experience with customer services . I needed help with my set up to access the client portal. He was very clear and concise with his instructions , so it all went very smoothly.

February 28, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Caroline

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

Hickmat was very helpful and extremely…

Hickmat was very helpful and extremely patient as he helped me with the difficulty I had in accessing my account. It was a pleasure dealing with him

February 25, 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi John,

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

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