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.
I could not have been more pleased with…
I could not have been more pleased with the response I had fro Leo. He was patient and understanding. He made my day. I was extremely frustrated when I called him and he handled my concerns graciously.
January 18, 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
Confirmation of email
Leo was able to confirm that a recent email was genuinely from Brewin Dolphin and kindly posted my reply via the phone call. He was also able to help my husband with an account query. This was done in a friendly and reassuring manner and put my mind at rest.
January 18, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Linda,
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
Jodi was efficient friendly and…
Jodi was efficient friendly and helpful. What more can you ask for….
January 17, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi David,
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 at it's best
My call was answered very rapidly (unusual these days for a Customer Service line !) by Charlotte. My query was understood straight away and Charlotte was very knowledgeable on how to resolve the problem. Charlotte stuck with me and walked me through the actions I needed to do step by step until we were successful. Very polite, respectful, used my first name which I much prefer and efficiently fixed my problem. Good also to feel that it mattered to Charlotte and she was prepared to go at my pace. Well done Charlotte, well done Brewin Dolphin.
January 15, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Dear Karl,
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
Simon was really helpful in telling me how to create a new password
Simon was really helpful in telling me how to create a new password which I had difficulties with because I had forgotten the answer to one of my security questions. He was really patient and took me through the whole process
January 14, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Susan,
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
Great
Hikmat was very friendly and helpful to us when navigating the website and adding funds to my ISA.
January 13, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Ellie,
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 customer service is top tier and I…
The customer service is top tier and I cannot fault it in any way.
January 10, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Sophia,
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
Jodi was very helpful in quickly providing assistance
Jodi was very helpful in quickly assessing the issue I had and promptly dealing with it. This was in spite of the fact that she needed to contact another department to resolve my matter.
January 10, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Ashley,
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
Thank you for taking the time to provide feedback about your experience.
Best wishes,
RBC Brewin Dolphin
Jodi answered my query quickly and…
Jodi answered my query quickly and efficiently. Thank you Jodi!
January 6, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi George,
That's great to hear, thank you for letting us know.
Best wishes,
RBC Brewin Dolphin
I called about transferring an ISA
I called about transferring an ISA product to RBC Brewin but was unsure how this worked. Hikmat couldn't have been more helpful and explained the process clearly. Excellent service 👍
January 3, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Calum,
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
Thank you Jodi
Thank you Jodi! Very helpful in helping me with getting logged back onto my portfolio. She talked me through each step and waited on the phone as I did it. Thank you!
January 2, 2025
Unprompted review
Reply from RBC Brewin Dolphin
Hi Isobel
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
Had a problem logging onto the my…
Had a problem logging onto the my Brewin section, spoke to Hikmat who quickly and successfully identified my problem and solved it. He was very friendly, helpful and efficient
December 18, 2024
Unprompted review
Reply from RBC Brewin Dolphin
Hi 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
Friendly and very efficient - a pleasure to deal with.
Phone answered very quickly. Spoke with Jodi (MyBrewin Customer Service Team), who was polite, friendly and very efficient. Minor issue resolved within a few minutes and with a minimum of fuss. Unable to fault and a pleasure to deal with.
December 11, 2024
Unprompted review
Reply from RBC Brewin Dolphin
Hi David,
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
Perfect!
Jodi was friendly, knowledgeable and efficient. Everything I needed was completed satisfactorily and with a single call. I could not have asked for more.
December 11, 2024
Unprompted review
Reply from RBC Brewin Dolphin
Hi Lawrence,
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
Phone enquiry
The phone enquiry was dealt with promptly and efficiently and the agent was very welcoming. I am sorry to say I cannot remember her name.
December 10, 2024
Unprompted review
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
Reply from RBC Brewin Dolphin
Dear Mr Roberts,
That's great to hear, thank you for letting us know.
Best wishes,
RBC Brewin Dolphin
A Smooth Transfer
A video call with Charlotte took me through the transfer of my Investment Funds into the Portfolio Service.
In simple terms, she explained my online access to the portfolio and the freedom to monitor performance and make online changes.
The transfer process was simple and personal
December 4, 2024
Unprompted review
Reply from RBC Brewin Dolphin
Hi Gerry,
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
Good customer service
I had a query about dates of regular payment and Jodi was quick to help and explain the issue to me. Cleared up the situation immediately. Very good customer service 👍
December 3, 2024
Unprompted review
Reply from RBC Brewin Dolphin
Hi Charlie,
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
Great customer service from the team
Great customer service from the team. (Charlotte). Very helpful on the call and then followed up with action when she said she would! Fantastic and thanks
December 2, 2024
Unprompted review
Reply from RBC Brewin Dolphin
Hi Dave,
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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