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

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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

Feedback on telephone contact, 7.11.24

Kayley listened and seemed to be genuinely interested in what I said - as well as being very helpful and efficient; Kelly's emails have been polite and helpful...

November 7, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Peter,

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

A company I’d recommend

Jodi was extremely helpful and clearly explained everything regarding my query. I am new to dealing with shares and I felt much better informed after her input. Her caring manner put my worries to bed!

November 7, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Lindy

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

Simon,the advisor that I spoke to was…

Simon,the advisor that I spoke to was knowledgeable and extremely helpful,got me back on line in best to no time and also completed my transaction.An ex exceeding service

November 7, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Terence,

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

I had repeatedly found problems with the app.

I had repeatedly found problems in accessing my Brewin Dolphin portfolio via the app: refusing to accept my password, asking me to register for 2 step verification ( which I already have done) and apparently not considering my facial recognition as sufficient.
Leonardo tackled the problem with extreme calm, expertise, patience and cheerful courtesy. And by taking everything one step at a time, he resolved the problem completely. Much appreciated!

November 6, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Cati

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

Very helpful & sorted my challenge

Very helpful & sorted my challenge

November 6, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Clare,

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

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Call answered promptly by Jodi and…

Call answered promptly by Jodi and request actioned so quickly and helpfully, very happy

November 5, 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

Brewin Dolphin Customer Service

In my experience, Brewin Dolphin have always provided a user friendly, helpful service.
When speaking to Hikmat today he was exceptionally helpful, patient and successfully resolved the issue I had.
It gives me confidence that they have their customers interests at the forefront of their business.

November 6, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Rachel

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

Very helpful and patient

Very helpful and patient. Paul was the call handler.

November 5, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Mr Smith

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

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Level of service

I am impressed by the good level of service that I have received in the short period since I opened an ISA account with BPS.

November 1, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Patrick

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

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Friendly, helpful and efficient!

Friendly, helpful and efficient - I was expecting a long, painful call but Charlotte helped me without any problems at all.

October 31, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Kate,
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

Fantastic service from Matthew at RBC…

Fantastic service from Matthew at RBC Brewin Dolphin. This is clearly a well organised, knowledgeable team with individuals willing to go to considerable trouble to support clients. Thank you.

October 28, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Robert,

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. We look forward to continuing to support you.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Good customer service

Customer services were able to help with my questions in a friendly clear discussion. The follow up was dealt with to my satisfaction.

October 29, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Dod,

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

First class experience

A very reassuring voice on the end of the telephone, patiently answering all the questions which I had regarding my investments and very clear instructions as to next steps.

October 22, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Caroline,

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

Helpful and considerate

I have had a real issue trying to set up and login to the Mybrewin account.
All the advisors I have spoken to have been very helpful and supportive, but I have to say that I am not overly impressed by the app. It has taken me three phone calls to get anywhere and I just hope that it now works!
This does not detract in any way from the quality of services I get from Brewin Dolphin , with which I am very satisfied.

October 17, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Eric,

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

Best wishes,
RBC Brewin Dolphin

Rated 3 out of 5 stars

OK, but need IT improvement

The people are great, albeit in their own silos, but the IT system is woeful.

October 8, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Grahame,

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

Best wishes,
RBC Brewin Dolphin

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