Compare The Platform: Brewin Portfolio Service

/Brewin Portfolio Service

Brewin Portfolio Service

This is Brewin Dolphin’s online, accessible service with a minimum investment of £2,000.  Investors pick from one of six risk-rated portfolios based on risk tolerance and investment objectives.  The overall charge is made up of Brewin’s management fee of 0.70% and portfolio costs that range from 0.11% to 0.23%.

Available products are ISA, Junior ISA and General Investment Account (GIA) with a minimum investment for each of £2,000 except the JISA which can start from £100 per month. A mobile app available.

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Available products & Wrappers

General InvestmentsISAsJISAsPensions & SIPPsJunior SIPPLifetime ISAsOthers
Bare trusts - Investing for beneficiaries under 18
Research, Tools and Information

Advice, help and contact

Wealth managers available on call back.

Insight

Articles, blog posts, guides and the occasional podcast.

Further services

Full wealth management services.

Table of charges

PLATFORM CHARGESPRODUCT CHARGESOTHER CHARGES
Management Charge0.70%
Average underlying fund charge0.23%

Minimum Investments

Lump-sumTop-upsMonthly
£1,000£100 min for JISAs.

Compare the Platform Says

Products & Wrappers Research & GuidanceChargesOVERALL SERVICE
3.0
3.0
3.0
3.0
ISAs, Junior ISAs and General Investment Accounts available. Good range of research and guidance.Competitive, flat robo fees.A competitively priced portfolio service that gives investors access to Brewin expertise. No pension which is a shame.