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
4-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

Jodi was extremely helpful

Jodi was extremely helpful. She helped me to get back into the app and how to set it up. We got cut off and she called me right back. Excellent customer service.

November 30, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Joyce,

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

Thanks Jodi

Thanks Jodi, in Customer Support. Good work

November 29, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi David,

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 good service

November 21, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Luca,

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

Query Quickly Resolved

Daryl could not have been more helpful with my query. I would highly recommend.

November 26, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

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

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Thanks!

The person I was dealing with (?Hikmat) was so patient and very clear. I was being somewhat stupid, (problem of being 88!) but he was very kind and helpful and I am most grateful to him.

November 25, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Mr Wymer,

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

Courteous and helpful

I spoke to Daryl in customer support this afternoon. She was extremely helpful and courteous and very patiently solved my difficulty.

November 22, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi James

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

Quick to answer the call and very…

Quick to answer the call and very helpful.
Tried to help where they could and was patient whilst I got all my information collected.

November 20, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Matthew,

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

Jodi was quick & sorted my request

Jodi was quick & sorted my request. Very pleasant and I wasn’t held on a call centre line for aqes.

November 18, 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 5 out of 5 stars

Always efficient helpful and sort every…

Always efficient helpful and sort every query I have. Kelly organised xferring gave me timelines and I know it’ll be sorted immediately. Just having that trust makes all the difference.

November 14, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Loui,

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 conversation with Jodi was a good…

My conversation with Jodi was a good experience. She was calm and polite and extremely patient as she went through the process of re registration for my account. I was pleased that she was able to resolve the difficulties I’ve experienced logging onto my account. Thank you.

November 14, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Stuart,

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 service from Jodi this morning.

Great service from Jodi this morning.
Extremely satisfied with the way my query was answered

November 13, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Christine,

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

Best wishes,
RBC Brewin Dolphin

Rated 2 out of 5 stars

I had a very good phone conversation with Hikmat and not a good one with Jodi.

I had a very good phone conversation with Hikmat. He was very helpful,, and friendly and gave me all the information I needed and more . He was very knowledgeable and very pleasant to talk to. He was very friendly and good to chat with.

Prior to speaking with Hikmat I had a conversation with Jodi. I didn’t have all the information she wanted. She was not helpful, not sympathetic, and not pleasant to talk to. I was upset when I put the phone down.

November 13, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi George

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

RBC Brewin Dolphin

Rated 5 out of 5 stars

Brewin Dolphin have always been a good…

Brewin Dolphin have always been a good company to deal with. Give good advice and always friendly. The adviser I dealt with today was very helpful, friendly and knowledgeable

November 12, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Debbie,

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

Great customer interaction

Great customer interaction. Problem solved quickly and so nice to speak to someone polite and cheerful. Keep up the great work Jodi.

November 12, 2024
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

Quick

Quick, professional and friendly service

November 12, 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

The check up call verifying my identity…

The check up call verifying my identity was straight forward and efficient. The only question I had was well answered

November 11, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Richard,

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

Best wishes,
RBC Brewin Dolphin

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