Investment Planning & Wealth Management
Spare cash sitting around in a bank account costs you money. Persistently low interest rates out paced by inflation see to that.
Maybe you‘re looking at funding retirement, paying for your children’s education or building up an emergency fund.
In partnership with Brewin Dolphin we have the expertise to optimise every aspect of investment planning and respond to your changing life circumstances.
Whatever your plans, Brewin Dolphin will give the best possible investment advice to maximize your savings.
Thorne Segar bring City of London Investment and Wealth Management to Minehead.
Brewin Dolphin, together with Thorne Segar, provide a complete service:
- Investment and tax advice with planning for future generations
- STEP Qualified advisors on pensions, VCT’s and EIS
- Regular review meetings: Investment managers come to Minehead
- Complete private wealth service including Wills, LPA’s, Property etc
- Competitive rates
- Free, no obligation, initial consultation
About Brewin Dolphin
Brewin Dolphin is one of the UK’s leading wealth managers, offering personalised management and financial planning services, tailored to meet varied individual needs.
Brewin Dolphin is independently owned and specialises in providing financial solutions to clients, backed up by an award winning team of analysts providing in-depth research across all major asset classes.
Please note: The value of your investment can fall and you may get back less than you invested. No product or service is suitable in all cases and you should consult a professional advisor if you have any doubts as to the suitability of any of the services mentioned.
Brewin Dolphin Ltd are authorised and regulated by the Financial Conduct Authority. Brewin Dolphin Ltd have approved the information relating to Brewin Dolphin Ltd given on this web page.
Thorne Segar are not authorised under the Financial Services & Markets Act 2000, but Thorne Segar are able in certain circumstances to off er a limited range of investment services to clients, being a firm regulated by The Solicitors Regulation Authority. Thorne Segar can provide these investment services if they are an incidental part of the professional services Thorne Segar have been engaged to provide.