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
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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

A very polite and helpful person who…

A very polite and helpful person who guided me the registration process with patience and understanding. Thank you

October 8, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Chris

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

I had been having difficulties logging…

I had been having difficulties logging in to my Brewin account on line,
A call to Brewins answered quickly by a very patient service advisor who talked me through setting up my access details and resolved my problems.
Having had accounts personally and for a family trust over more than 15 years
I can’t speak highly enough about Brewins and their team.

October 4, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Ronald,

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

Successful log on

I had my problem with logging on dealt with swiftly and accurately. I also had further questions about my account dealt with with patience and understanding. Full marks for being pleasant and listening so well.

September 30, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Barnaby,

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

Painless

Straight through to a knowledgeable team member. Treated like a human being. Rigorous security. Accurate advice given in a friendly and informative way. A painless positive experience.

September 26, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Bill,

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 could not have wished for a better…

I could not have wished for a better experience from Matthew. He was polite, engaging and professional. Great service!

September 26, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Sarah,

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

Hikmat was very helpful and patient in…

Hikmat was very helpful and patient in helping me with my problem of logging in.

September 25, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Graham

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

Excellent and personal service

I called, got through to Kelly right away, she sorted my problem, done! Excellent, friendly service. A competent person to speak to!

September 25, 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

Call answered by a human....

My call was answered straight away by a very helpful customer advisor called Simon who dealt with my query with patience and professionalism. It's good to know some companies still value the personal touch .
PS....it was a login issue.

September 18, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Timothy,

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

Superb service by Charlotte - Customer Services

I had a question about updating my two factor identification and called the Customer Services. Charlotte was outstanding; so courteous, efficient and helpful. I would like to recognise her as well as the others on this team. Great job !

September 13, 2024
Unprompted review
RBC Brewin Dolphin logo

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

Rated 5 out of 5 stars

Quick efficient service and problem…

Quick efficient service and problem resolved.

September 11, 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

Logon issue - managed professionally

Spoke with Kelly today with a logon issue to MyBrewin. She was very professional, efficient and gave you the feeling that she was in control of the situation. Problem solved - thanks Kelly.

September 3, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Andrew,
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

Competent and patient

I am really most grateful for the competent and patient assistance following a difficulty logging in to my account.

September 2, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Malcolm,
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

Efficient service

Called to arrange to withdraw some money. Matthew couldn't have been more helpful and efficient. Process quick and straightforward.

August 30, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Alison,

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 1 out of 5 stars

Not Impressed…

Firstly I am told that they don’t want me as a client anymore, as my investment is now too small.Then they fail to return the last few pounds of my investment

I had been a client for quite a few years

August 29, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Nick.

Thank you for your feedback. We have contacted you directly to respond to the issue you have raised.

Best regards
RBC Brewin Dolphin

Rated 5 out of 5 stars

Good service

Good service. Thank you

August 28, 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

Rated 5 out of 5 stars

Problem logging onto my a/c

Had a problem logging onto my a/c , one phone call , 5 minutes later all sorted.
Excellent service

August 27, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Mark,

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

Issue with Access to MyBrewin…

Daryl dealt with problem quickly and efficiently and I appreciate all her help in sorting me out! Thank you.

August 23, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Jane,

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 helpful service - thanks !

I couldn't access part of the BD website today on my desktop in order to carry out a transaction. Rang up the main office, & Leonardo was very helpful in resolving my query by suggesting I logged in on a different device with a more up to date operating system. This enabled me to carry out the desired transaction.

August 23, 2024
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Julian,

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

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