RBC Brewin Dolphin Reviews 351

TrustScore 4.5 out of 5

4.7

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Review summary

Created with AI, based on recent reviews

Looking at 63 reviews, reviewers overwhelmingly had a great experience with this company. Customers consistently highlight the staff's professionalism, helpfulness, and patience, especially when navigating complex systems or setting up accounts. Many people praise the exceptional customer service, noting that agents are kind, efficient, and provide clear explanations, making convoluted processes simple and straightforward. The service is frequently described as brilliant, with reviewers appreciating the quick responses and the human touch in resolving issues. However, some people encountered difficulties with the online dashboard and portal, finding it temperamental or having issues with user access and password rejections. A few other people also felt that advisor changes were too frequent and that account closures lacked proper explanation, leading to a poor overall experience.

What people talk about most

Staff

Consumers find staff to be positive, consistently describing them as helpful, patient, and professional. Many... See more

Customer service

Reviewers highlight positive aspects of customer service, frequently praising the patience and helpfulness of... See more

Service

People report positive experiences with service, often highlighting exceptional customer service and helpful... See more

User experience

Customers consistently note ambiguous experiences with user experience, with some reviewers having a positive... See more

Website

Clients share ambiguous opinions on website functionality, with some finding the online dashboard a very good... See more

Reviews shaping this summary

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

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

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

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


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

4.7

Excellent

TrustScore 4.5 out of 5

351 reviews

5-star
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1-star

Replied to 66% of negative reviews

Typically replies within 2 weeks

How this company uses Trustpilot

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Rated 5 out of 5 stars

Hickmat was very helpful and extremely…

Hickmat was very helpful and extremely patient as he helped me with the difficulty I had in accessing my account. It was a pleasure dealing with him

25 February 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi John,

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

Clear effective support

Clear,helpful guidance and effective communication.Patient and understanding manner. Most useful.Thank you.

17 February 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Sara

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

Excellent customer dervice

Jodi could not have been more helpful. Needed a valuation and help accessing my online account. Everything accomplished so very happy with the service.

18 February 2025
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

Excellent service from Daryl at My BD

Had a problem receiving the code to activate my portfolio. I phoned and spoke to Daryl who was extremely helpful and had the problem solved in no time. Excellent service.

15 February 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Peter Waddell

That's great to hear, thank you for letting us know.

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Fantastic and dry helpful young lady.

A very helpful and polite young lady who was very patient and explained everything very clearly. Brilliant.

13 February 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Mrs Barnes

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

I spoke with Jodi at the Edinburgh…

I spoke with Jodi at the Edinburgh office on 6 February. She dealt courteously and efficiently with my questions and was very clear in her guidance as to what was required of me.

Jodie has a very pleasant telephone manner and managed to make a really good contact with me. I would hope to be able to deal with her, when next I need to contact RBC Brewin Dolphin in Edinburgh.

6 February 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear Miss Mary Dilbey

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 3 out of 5 stars

Very mixed lately

+ 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

6 February 2025
Unprompted review
Rated 5 out of 5 stars

Problem was resolved promptly and clearly

My problem was resolved with clear and prompt assistance by Kelly - great experience of customer service

6 February 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Phil

That's great to hear, thank you for letting us know.

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Brilliant customer service

Brilliant customer service- Jodi was very helpful and efficient.

5 February 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Natalie

That's great to hear, thank you for letting us know.

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Personalised service

Thank you to Simon who helped me understand more about my account and how to navigate the dashboard.

5 February 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Carolyn

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

Customer Service as it should be

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.

3 February 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Andrea

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

Jodi was exceptionally understanding to…

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

30 January 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Dear John,

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

Very helpful and professional

Very helpful and professional. Easily resolved my issue and was very thorough.

31 January 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Martin

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

Great service

My call was answered quickly and Kelly was able to resolve two queries for me promptly. Excellent service!

29 January 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Charlotte,

That's great to hear, thank you for letting us know.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Great Customer Service

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.

29 January 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hey Lester,

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

Answered the phone very quickly

Answered the phone very quickly and really helpful

28 January 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Carolyn,

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

Daryl was excellent and had great…

Daryl was excellent and had great patience helping us reset our password.

23 January 2025
Unprompted review
RBC Brewin Dolphin logo

Reply from RBC Brewin Dolphin

Hi Madeleine

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

Prompt Polite and Profficient service

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.

20 January 2025
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

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