Transfer from Hargreaves Landsdown was seamless & efficient. Call with customer services to walk through BPS web & app products and services was excellent. Some of the web portal services are not acce... See more
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RBC Wealth Management provides trusted advice and wealth management solutions to individuals, families and institutions. Our services in the UK include RBC Brewin Dolphin, RBC Private Wealth, RBC International Trusts and Brewin Portfolio Service. As an RBC Wealth Management client, you benefit from a dedicated local team, online access and insight drawn from across our global network. We help put your ideas into motion by connecting you with the services that best suit your circumstances.
100 Bishopsgate, EC2N 4AG, London, United Kingdom
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 30% of negative reviews
Typically replies within 2 weeks
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+ 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
Kelly was very helpful and extremely patient

Reply from RBC Wealth Management (Europe)
My problem was resolved with clear and prompt assistance by Kelly - great experience of customer service

Reply from RBC Wealth Management (Europe)
Brilliant customer service- Jodi was very helpful and efficient.

Reply from RBC Wealth Management (Europe)
Thank you to Simon who helped me understand more about my account and how to navigate the dashboard.

Reply from RBC Wealth Management (Europe)
I spoke with a ''Lisa'' Royal Bank of Canada Mutual Funds & Registered Plans since around 10:39 this morning on Feb 4, 2025 intending to open up a TFSA & make some RSP contribution. We all aware that we must go through a routine account verification process which NORMALLY involves 1-2 security questions. After providing correct answers to 2 such questions, I became increasingly annoyed when this Lisa person asking how much money I have with an account. I offered my answer quite uncomfortably & feeling quite unnecessary & offended by this sort of hugely personal & sensitive questions.
This Lisa person did not stop there & proceeded to security question number 4. I became more upset & agitated about this sort of interrogation type of questioning after over 30 years using this RBC account.
I started raising my voice but said nothing insulting or using inappropriate language. I said to Lisa that usually no more than 2 much less sensitive such questions are involved & WHY THIS LISA PERSON HAS 4 OR EVEN MORE COMING AFTER for me.
Lisa, ignored my complaint & said she could not help me further (MORE THAN INTERROGATING ME!) as I WAS NOT '' COOPERATING '' WITH HER (INTEGRATION). She hang up on me before I could finish telling her to connect me with a supervisor
I called right back & requested a ''Laura'' that I needed to speak with a supervisor. This Laura person not only kept repeating what she had told me a few times already but also making me repeat my quite negative customer service experience multiple times. When I asked for her last name which she said to me in the very beginning, she refused & said she was '' uncomfortable'' giving me her last name again.
I felt increasingly agitated with Laura's repeating explanation about their security process & seemingly failure to understand or comprehend my relative uncomplicated complaint against ''Lisa''
I feel that these RBC associates have lots of room to upgrade their listening & report writing capability in addition to proper customer service related skills. It is more or less a pure chance if you happen to have a relatively well-mannered & patient customer service person ANYWHERE WITH WHOEVER BUSINESS IN MY OWN PERSONAL EXPERIENCE ALL MY LIFE.
Consequently, whether you are getting positive or negative customer service experience is 60% who answers your call/40% which business/office you call. Good luck, everyone!
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.

Reply from RBC Wealth Management (Europe)
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

Reply from RBC Wealth Management (Europe)
Very helpful and professional. Easily resolved my issue and was very thorough.

Reply from RBC Wealth Management (Europe)
My call was answered quickly and Kelly was able to resolve two queries for me promptly. Excellent service!

Reply from RBC Wealth Management (Europe)
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.

Reply from RBC Wealth Management (Europe)
Answered the phone very quickly and really helpful

Reply from RBC Wealth Management (Europe)
Daryl was excellent and had great patience helping us reset our password.

Reply from RBC Wealth Management (Europe)
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.

Reply from RBC Wealth Management (Europe)
Fast efficient service. Helpful and pleasant adviser. Answered all my queries competently.
Excellent.

Reply from RBC Wealth Management (Europe)
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.

Reply from RBC Wealth Management (Europe)
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.

Reply from RBC Wealth Management (Europe)
Jodi was efficient friendly and helpful. What more can you ask for….

Reply from RBC Wealth Management (Europe)
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.

Reply from RBC Wealth Management (Europe)
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

Reply from RBC Wealth Management (Europe)
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