Brewin Dolphin Urges Scots to Prepare Their Finances for the Road Ahead

Brewin Dolphin

Brewin Dolphin – one of Scotland’s leading wealth managers – is urging Scots to prepare their finances for the rocky road ahead, as it announces a series of investment seminars across the country. Including two in Dumfries later this month.


The firm, which employs more than 300 people at its operations in Scotland, said that the uncertainty surrounding Brexit meant it was more important than ever for individuals to take hold of their finances and plan ahead.


Brewin Dolphin will host a series of seminars looking at Investing in Interesting Times, giving people the opportunity to hear from experienced investment advisers with an expertise in financial planning. Included will be an overview of the current economic and political climate and how best to navigate investments throughout. The seminars will take place at:


  • Stirling Highland Hotel on Tuesday, April 23rd
  • St Andrews Rusacks Hotel on Wednesday, April 24th
  • Dumfries Holiday Inn on Monday, April 29th
  • Inverness Kingsmills Hotel on Thursday, May 2nd


Last year, Brewin Dolphin’s Family Wealth Report found that Scots appeared uncertain about how best to make financial plans for the future. While 38% said they didn’t know what to do with their pension pots yet, almost half of Scots didn’t plan on seeking help on the matter.


In fact, half of respondents didn’t know how much they would have in their pension pots and 46% didn’t know how much they’d need to have a comfortable retirement.


Marc Wilkinson, Regional Director for Scotland at Brewin Dolphin, said: “It’s important that people across Scotland have the opportunity to hear from seasoned investment professionals who can offer insight into how best to plan their finances and make use of their financial assets. There remains uncertainty surrounding Brexit and its wider economic impact on everyone, and that’s why it’s more important than ever for individuals to take make sure they are taking the necessary steps to prepare and protect their finances for the future. Our wealth managers will explore how to invest in such interesting times, as well as how making financial decisions now can lay solid foundations for the years ahead.”


Each seminar will take place between 12.00pm-2.00pm and then again at 4.00pm-6.00pm.


You can register for the event by sending an RSVP to or calling Louise Medve on 0131 300 2805