Managing Your Assets

Whether you are an individual, a business owner or a trustee, haysmacintyre and Brewin Dolphin can help you achieve your goals.

Our Private Client team provides a full range of tax and advisory services.  Please visit our Private Client and Trusts page for further information.

Formulating a plan with Brewin Dolphin

Often, knowing what your goals are is the hardest part. However, Brewin Dolphin is experienced in guiding clients through this process. Firstly, by accurately establishing where you are now, they will help you navigate a path to where you would like to be financially, using specialist software to help show you what your financial future could look like. Brewin Dolphin advises on all manner of specific areas of financial advice but prefers to link this back to a ‘masterplan’.

By asking the searching questions about what you want to achieve with your life, Brewin Dolphin can show you different scenarios that will help you formulate a longer-term strategy. They can help answer the pressing questions you may have but which seem impossible to answer, like:

• When can I sell my business and never worry about money again?
• Can I afford to educate my child(ren) privately?
• Can I afford to buy that holiday home?
• When can I retire?

Once you can see the potential impact of your actions, you will feel more confident taking steps towards financial autonomy which might otherwise have been too daunting. Please note that cash flow modelling is not regulated by the FCA but advice arising may be regulated.

The value of investments and any income from them can fall and you may get back less than you invested.

*Brewin Dolphin Limited is a member of the London Stock Exchange. Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number 124444) and regulated in Jersey by the Jersey Financial Services Commission. Registered Office; 12 Smithfield Street, London, EC1A 9BD. Registered in England and Wales – company number: 2135876. VAT number GB 690 8994 69. Brewin Dolphin Limited GIIN: 6J5L79.00000.LE.826.