Compare The Platform: Brewin Portfolio Service

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Brewin Portfolio Service

This is Brewin Dolphin’s online, accessible service with a minimum investment of £500.  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 £500. A mobile app available.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPs Junior SIPP Lifetime ISAs Others
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 CHARGES PRODUCT CHARGES OTHER CHARGES
Management Charge 0.70%
Average underlying fund charge 0.23%

Minimum Investments

Lump-sum Top-ups Monthly
£500

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
3.0
3.0
3.0
3.0
A competitively priced portfolio service that gives investors access to Brewin expertise. No pension which is a shame.

Brewin Portfolio Service Says

Brewin Dolphin, a long-established discretionary fund manager (DFM), launched its Portfolio Service to branch out into the personal (online) investment management market.