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
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
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
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
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
- Investment Service
- Financial Consultant
- Financial Planner
- Fund Management Company
- Investment Company
- 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
100 Bishopsgate, EC2N 4AG, London, United Kingdom
- enquiries@brewin.co.uk
- brewin.co.uk
4.8
Excellent
350 reviews
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.
Clear effective support
Clear,helpful guidance and effective communication.Patient and understanding manner. Most useful.Thank you.
February 17, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Dear Sara
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
Excellent customer dervice
Jodi could not have been more helpful. Needed a valuation and help accessing my online account. Everything accomplished so very happy with the service.
February 18, 2025
Unprompted review
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
Reply from RBC Brewin Dolphin
Hi David
That's great to hear, thank you for letting us know.
Best wishes,
RBC Brewin Dolphin
Excellent service from Daryl at My BD
Had a problem receiving the code to activate my portfolio. I phoned and spoke to Daryl who was extremely helpful and had the problem solved in no time. Excellent service.
February 15, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Dear Peter Waddell
That's great to hear, thank you for letting us know.
Best wishes
RBC Brewin Dolphin
Fantastic and dry helpful young lady.
A very helpful and polite young lady who was very patient and explained everything very clearly. Brilliant.
February 13, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Dear Mrs Barnes
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
I spoke with Jodi at the Edinburgh…
I spoke with Jodi at the Edinburgh office on 6 February. She dealt courteously and efficiently with my questions and was very clear in her guidance as to what was required of me.
Jodie has a very pleasant telephone manner and managed to make a really good contact with me. I would hope to be able to deal with her, when next I need to contact RBC Brewin Dolphin in Edinburgh.
February 6, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Dear Miss Mary Dilbey
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
Very mixed lately
+ Good team that action your buy /sell orders over the phone.
+ Tax summaries, making year end self assesment simple
- online portal does not allow you to trade
- a mystery what price you are buying stocks at. You give an instruction and later that day you find out?
- invasive and time consuming client due diligence process, making clients (me at least) feel like a criminal
February 6, 2025
Unprompted review
Kelly was very helpful and extremely patient dealing with a pair of septogenarians!
Kelly was very helpful and extremely patient
February 6, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Robert,
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
Problem was resolved promptly and clearly
My problem was resolved with clear and prompt assistance by Kelly - great experience of customer service
February 6, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Phil
That's great to hear, thank you for letting us know.
Best wishes
RBC Brewin Dolphin
Brilliant customer service
Brilliant customer service- Jodi was very helpful and efficient.
February 5, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Natalie
That's great to hear, thank you for letting us know.
Best wishes
RBC Brewin Dolphin
Personalised service
Thank you to Simon who helped me understand more about my account and how to navigate the dashboard.
February 5, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Carolyn
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
Customer Service as it should be
Very, very good Customer Service. Problem, which turned out to be an error on my side, resolved within a few minutes. Hikmat Sultani was friendly, helpful and patient - what more could anyone ask.
February 3, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Andrea
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
Jodi was exceptionally understanding to…
Jodi was exceptionally understanding to my dilemma, she guided me through online resolution to checking my log in, my account. Thank you for the help which was conducted with sincere empathy, I had to admit I am not IT competent and slightly apprehensive of dealing with the unknown. Jodi made it all very easy, I am greatly appreciative
January 30, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Dear John,
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
Very helpful and professional
Very helpful and professional. Easily resolved my issue and was very thorough.
January 31, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Martin
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
Great service
My call was answered quickly and Kelly was able to resolve two queries for me promptly. Excellent service!
January 29, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Charlotte,
That's great to hear, thank you for letting us know.
Best wishes,
RBC Brewin Dolphin
Great Customer Service
Had a relatively simple query, which Jodi handled in the most efficient and friendly manner.
I don’t often have the need to contact the Customer Services Team, but every time I do they are fantastic! Well done and Thank You.
January 29, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hey Lester,
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
Answered the phone very quickly
Answered the phone very quickly and really helpful
January 28, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Carolyn,
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
Daryl was excellent and had great…
Daryl was excellent and had great patience helping us reset our password.
January 23, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Madeleine
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
Prompt Polite and Profficient service
Kelly's response to my call was prompt. Throughout Kelly was very polite and courteous. She dealt with my query swiftly and without fuss, helping me to access the MyBrewin portfolios and going through the steps required to logon following change of password. Kelly's patient help was much appreciated.
January 20, 2025
Unprompted review
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
Fast efficient service
Fast efficient service. Helpful and pleasant adviser. Answered all my queries competently.
Excellent.
January 20, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Alasdair
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
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