For Intermediaries

Our team of experts provide seamless wealth management services for our clients Brown Shipley works with many professional partners and advisers in order to ensure joined-up thinking prevails in managing clients' affairs.

We work with accountants, tax specialists, lawyers and IFAs in managing their clients’ investments. We also help many other professional firms including Corporate Finance businesses, SIPP Management companies and Sports Management agencies.

As a bank and wealth manager, we have been operating from the same London location on Moorgate, adjacent to the Bank of England, since 1863. We have nationwide coverage across the UK with offices in Manchester, Leeds, Birmingham, Nottingham and Edinburgh.

A Partnership built around your needs

Choosing the right partner is a critical decision for Intermediaries who want to deliver the broadest possible services to their clients. We have a dedicated Intermediary team whose sole purpose is to ensure that you and your clients make the most of our services. The team has been handpicked for their understanding of the financial planning and investment arena. All team members are highly qualified, highly motivated individuals whose ethos is to deliver an experience that meets the expectations of you and your clients.

We understand the need to be part of a trusted team. We become part of that team by giving you and your client access to all of our Investment expertise and resources. Our services are designed to help you deliver a seamless extension to the day-to-day service that you offer your clients.

Our tailored approach delivers a solution that is best suited to meet with the specific needs of your client. Our support gives you the opportunity to build and strengthen your client relationships and, importantly, help you forge new ones.

An extensive range of services

  • Discretionary Investment Management
  • Wealth Planning 
  • Managed fund services
  • Investment solutions for business sales and larger capital sums 
  • Specialist and innovative lending
  • Investing Personal injury, court of protection and Clinical Negligence awards
  • Pension Planning
  • Model Portfolio Service
  • AIM Portfolio Service
  • Online access to client reporting via My Brown Shipley