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
Company replied
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Review summary
Created with AI, based on recent reviews
What people talk about most
Reviews shaping this summary
After three frustrating days and several lengthy calls trying to pay funds into an ISA and set up a new account, the issues are finally resolved. Thanks to all those who tried to resolve the issues wh... See more
Company replied
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
I had endeavoured get access to my portfolio . Despite many attempts my user name and password were rejected. I spent almost one hour with Murren ,a team member yesterday with no success. We tried... See more
Company replied
Company details
Written by the company
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.
Contact info
100 Bishopsgate, EC2N 4AG, London, United Kingdom
- rbcwealthmanagement.com
4.4
Excellent
369 reviews
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
How this company uses Trustpilot
See how their reviews and ratings are sourced, scored, and moderated.
Great
Hikmat was very friendly and helpful to us when navigating the website and adding funds to my ISA.
13 January 2025
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Ellie,
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
The customer service is top tier and I…
The customer service is top tier and I cannot fault it in any way.
10 January 2025
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Sophia,
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
Jodi was very helpful in quickly providing assistance
Jodi was very helpful in quickly assessing the issue I had and promptly dealing with it. This was in spite of the fact that she needed to contact another department to resolve my matter.
10 January 2025
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Ashley,
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
Reply from RBC Wealth Management (Europe)
Thank you for taking the time to provide feedback about your experience.
Best wishes,
RBC Brewin Dolphin
Jodi answered my query quickly and…
Jodi answered my query quickly and efficiently. Thank you Jodi!
6 January 2025
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi George,
That's great to hear, thank you for letting us know.
Best wishes,
RBC Brewin Dolphin
I called about transferring an ISA
I called about transferring an ISA product to RBC Brewin but was unsure how this worked. Hikmat couldn't have been more helpful and explained the process clearly. Excellent service 👍
3 January 2025
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Calum,
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
Thank you Jodi
Thank you Jodi! Very helpful in helping me with getting logged back onto my portfolio. She talked me through each step and waited on the phone as I did it. Thank you!
2 January 2025
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Isobel
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
Had a problem logging onto the my…
Had a problem logging onto the my Brewin section, spoke to Hikmat who quickly and successfully identified my problem and solved it. He was very friendly, helpful and efficient
18 December 2024
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Ray,
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
RBC Dominion Security is not worth
They put most money in RBC mutual funds, with high MER at around 1% plus an additional 1% management fee charge. They don't tell you the truth, lack transparency and have not been forthcoming with important information. They see you as fools. Not being responsible. It's a mistake to put money in their hands.
30 October 2024
Unprompted review
Friendly and very efficient - a pleasure to deal with.
Phone answered very quickly. Spoke with Jodi (MyBrewin Customer Service Team), who was polite, friendly and very efficient. Minor issue resolved within a few minutes and with a minimum of fuss. Unable to fault and a pleasure to deal with.
11 December 2024
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi David,
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
Perfect!
Jodi was friendly, knowledgeable and efficient. Everything I needed was completed satisfactorily and with a single call. I could not have asked for more.
11 December 2024
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Lawrence,
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
Phone enquiry
The phone enquiry was dealt with promptly and efficiently and the agent was very welcoming. I am sorry to say I cannot remember her name.
10 December 2024
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Philip,
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
Reply from RBC Wealth Management (Europe)
Dear Mr Roberts,
That's great to hear, thank you for letting us know.
Best wishes,
RBC Brewin Dolphin
A Smooth Transfer
A video call with Charlotte took me through the transfer of my Investment Funds into the Portfolio Service.
In simple terms, she explained my online access to the portfolio and the freedom to monitor performance and make online changes.
The transfer process was simple and personal
4 December 2024
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Gerry,
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
Good customer service
I had a query about dates of regular payment and Jodi was quick to help and explain the issue to me. Cleared up the situation immediately. Very good customer service 👍
3 December 2024
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Charlie,
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
Great customer service from the team
Great customer service from the team. (Charlotte). Very helpful on the call and then followed up with action when she said she would! Fantastic and thanks
2 December 2024
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Dave,
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
I got through to the helpline very easily and quickly
I got through to the helpline very quickly and Charlotte was extremely helpful and knowledgeable.
3 December 2024
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Jeff,
That's great to hear, thank you for letting us know.
Best wishes
RBC Brewin Dolphin
Jodi was extremely helpful
Jodi was extremely helpful. She helped me to get back into the app and how to set it up. We got cut off and she called me right back. Excellent customer service.
30 November 2024
Unprompted review
Reply from RBC Wealth Management (Europe)
Hi Joyce,
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
Reply from RBC Wealth Management (Europe)
Hi David,
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
Reply from RBC Wealth Management (Europe)
Hi Clare,
That's great to hear, thank you for letting us know.
Best wishes,
RBC Brewin Dolphin
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