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RBC Brewin Dolphin Portfolios

The latest instalment in Abbey Wealth's Investment Updates

The latest instalment in Abbey Wealth Investment Updates.

This Q4 Review presentation is hosted by Iain Henderson, Senior Wealth Manager at Abbey Wealth, and presented by Joy Callender, Investment Manager for RBC Brewin Dolphin, one of our Investment Partners.

Join us as Iain touches base with Joy and looks back at performance in Q4 of the model portfolios put together for you, current market conditions and a look forward to see how you are positioned for 2024.

If you have any questions following this presentation, please get in touch with your Abbey Wealth Adviser who in turn will be able to liaise with Joy and her team on your behalf. Disclaimer: RBC Brewin Dolphin portfolios are provided to advisers and documented monthly. They are designed to seek to achieve a stated investment objective within certain general risk parameters.

Any additional information provided from time to time, including general opinions about investments or markets, guidance about the risks associated with investments, or assistance with financial promotions or execution, should not be treated as a personal recommendation and is not intended as such.

Full disclaimer can be viewed at the end of this presentation/video. Please pause video to read.

Testimonials

October 04, 2023
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Christian Holbrook gave us a huge amount of help and we would throughly recommend him to anyone who is looking to create wealth. Best in business. 10 out of 10 . Thank you Christian.
October 16, 2023
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With the number of pension scams being reported I was concerned about moving and combining my pensions into a single portfolio. From the first contact several years ago to today I have received what I consider to be the most efficient service and the best advice. My personal advisor, Oliver Medina, has always been able to deliver relevant information, advice and guidance in plain English to enable me to make my own decision. I cannot fault the service Abbey Wealth provide.
October 16, 2023
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Comprehensive assessment from Iain Henderson and team.
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