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RBC Wealth Management (Europe) Reviews 

369
TrustScore 4.5 out of 5

4.4

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Review summary

Created with AI, based on recent reviews

Considering 71 reviews, reviewers overwhelmingly had a great experience with this company. Customers frequently highlight the staff for their exceptional helpfulness, patience, and professional demeanor, especially when assisting with complex processes and account setups. The customer service is consistently praised for being efficient, friendly, and clear, with many appreciating the quick responses and the human touch in resolving issues. People found the service to be excellent from start to finish, noting that explanations were easy to understand and the overall process was straightforward. However, some customers experienced difficulties with the website and online portal, encountering issues with accessibility for certain services or logging into their accounts. A few other people also felt that there were problems with advisor changes, a lack of proper explanations for account closures, or unsatisfactory financial planning advice.

What people talk about most

Staff

Customers had positive experiences with staff, frequently highlighting their helpfulness, patience, and clear... See more

Customer service

Users describe positive interactions with customer service, highlighting the helpfulness, patience, and... See more

User experience

People report ambiguous experiences with user experience, with some finding the website and apps easy to use... See more

Service

Reviewers mention positive feedback about service, with many describing it as excellent from start to finish,... See more

Website

Reviewers highlight ambiguous aspects of the website, with some finding the website and apps easy to use and... See more

Reviews shaping this summary

Rated 4 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

Rated 5 out of 5 stars

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

  1. Investment service
  2. Financial advisor
  3. Financial Planner
  4. Investment company

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

4.4

Excellent

TrustScore 4.5 out of 5

369 reviews

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1-star

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

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4.4

All reviews

(369)

68 reviews in the last 12 months

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Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews. Reviews are the opinions of individual users and not of Trustpilot. Read more

Rated 3 out of 5 stars

Very mixed lately

+ Good team that action your buy /sell orders over the phone.
+ Tax summaries, making year end self assesment simple

- online portal does not allow you to trade
- a mystery what price you are buying stocks at. You give an instruction and later that day you find out?
- invasive and time consuming client due diligence process, making clients (me at least) feel like a criminal

6 February 2025
Unprompted review
Rated 5 out of 5 stars

Problem was resolved promptly and clearly

My problem was resolved with clear and prompt assistance by Kelly - great experience of customer service

6 February 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Phil

That's great to hear, thank you for letting us know.

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Brilliant customer service

Brilliant customer service- Jodi was very helpful and efficient.

5 February 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Natalie

That's great to hear, thank you for letting us know.

Best wishes
RBC Brewin Dolphin

Rated 5 out of 5 stars

Personalised service

Thank you to Simon who helped me understand more about my account and how to navigate the dashboard.

5 February 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Carolyn

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

Rated 1 out of 5 stars

Excessive account verification interrogation process

I spoke with a ''Lisa'' Royal Bank of Canada Mutual Funds & Registered Plans since around 10:39 this morning on Feb 4, 2025 intending to open up a TFSA & make some RSP contribution. We all aware that we must go through a routine account verification process which NORMALLY involves 1-2 security questions. After providing correct answers to 2 such questions, I became increasingly annoyed when this Lisa person asking how much money I have with an account. I offered my answer quite uncomfortably & feeling quite unnecessary & offended by this sort of hugely personal & sensitive questions.

This Lisa person did not stop there & proceeded to security question number 4. I became more upset & agitated about this sort of interrogation type of questioning after over 30 years using this RBC account.
I started raising my voice but said nothing insulting or using inappropriate language. I said to Lisa that usually no more than 2 much less sensitive such questions are involved & WHY THIS LISA PERSON HAS 4 OR EVEN MORE COMING AFTER for me.

Lisa, ignored my complaint & said she could not help me further (MORE THAN INTERROGATING ME!) as I WAS NOT '' COOPERATING '' WITH HER (INTEGRATION). She hang up on me before I could finish telling her to connect me with a supervisor

I called right back & requested a ''Laura'' that I needed to speak with a supervisor. This Laura person not only kept repeating what she had told me a few times already but also making me repeat my quite negative customer service experience multiple times. When I asked for her last name which she said to me in the very beginning, she refused & said she was '' uncomfortable'' giving me her last name again.
I felt increasingly agitated with Laura's repeating explanation about their security process & seemingly failure to understand or comprehend my relative uncomplicated complaint against ''Lisa''

I feel that these RBC associates have lots of room to upgrade their listening & report writing capability in addition to proper customer service related skills. It is more or less a pure chance if you happen to have a relatively well-mannered & patient customer service person ANYWHERE WITH WHOEVER BUSINESS IN MY OWN PERSONAL EXPERIENCE ALL MY LIFE.

Consequently, whether you are getting positive or negative customer service experience is 60% who answers your call/40% which business/office you call. Good luck, everyone!

4 February 2025
Unprompted review
Rated 5 out of 5 stars

Customer Service as it should be

Very, very good Customer Service. Problem, which turned out to be an error on my side, resolved within a few minutes. Hikmat Sultani was friendly, helpful and patient - what more could anyone ask.

3 February 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Andrea

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

Rated 5 out of 5 stars

Jodi was exceptionally understanding to…

Jodi was exceptionally understanding to my dilemma, she guided me through online resolution to checking my log in, my account. Thank you for the help which was conducted with sincere empathy, I had to admit I am not IT competent and slightly apprehensive of dealing with the unknown. Jodi made it all very easy, I am greatly appreciative

30 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Dear John,

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

Rated 5 out of 5 stars

Very helpful and professional

Very helpful and professional. Easily resolved my issue and was very thorough.

31 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Martin

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

Rated 5 out of 5 stars

Great service

My call was answered quickly and Kelly was able to resolve two queries for me promptly. Excellent service!

29 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Charlotte,

That's great to hear, thank you for letting us know.

Best wishes,
RBC Brewin Dolphin

Rated 5 out of 5 stars

Great Customer Service

Had a relatively simple query, which Jodi handled in the most efficient and friendly manner.
I don’t often have the need to contact the Customer Services Team, but every time I do they are fantastic! Well done and Thank You.

29 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hey Lester,

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

Rated 5 out of 5 stars

Answered the phone very quickly

Answered the phone very quickly and really helpful

28 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Carolyn,

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

Rated 5 out of 5 stars

Daryl was excellent and had great…

Daryl was excellent and had great patience helping us reset our password.

23 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Madeleine

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

Rated 5 out of 5 stars

Prompt Polite and Profficient service

Kelly's response to my call was prompt. Throughout Kelly was very polite and courteous. She dealt with my query swiftly and without fuss, helping me to access the MyBrewin portfolios and going through the steps required to logon following change of password. Kelly's patient help was much appreciated.

20 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

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

Rated 5 out of 5 stars

Fast efficient service

Fast efficient service. Helpful and pleasant adviser. Answered all my queries competently.
Excellent.

20 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Alasdair

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

Rated 5 out of 5 stars

I could not have been more pleased with…

I could not have been more pleased with the response I had fro Leo. He was patient and understanding. He made my day. I was extremely frustrated when I called him and he handled my concerns graciously.

18 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Robert,

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

Rated 5 out of 5 stars

Confirmation of email

Leo was able to confirm that a recent email was genuinely from Brewin Dolphin and kindly posted my reply via the phone call. He was also able to help my husband with an account query. This was done in a friendly and reassuring manner and put my mind at rest.

18 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Linda,

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

Rated 5 out of 5 stars

Jodi was efficient friendly and…

Jodi was efficient friendly and helpful. What more can you ask for….

17 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi David,

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

Rated 5 out of 5 stars

Customer service at it's best

My call was answered very rapidly (unusual these days for a Customer Service line !) by Charlotte. My query was understood straight away and Charlotte was very knowledgeable on how to resolve the problem. Charlotte stuck with me and walked me through the actions I needed to do step by step until we were successful. Very polite, respectful, used my first name which I much prefer and efficiently fixed my problem. Good also to feel that it mattered to Charlotte and she was prepared to go at my pace. Well done Charlotte, well done Brewin Dolphin.

15 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Dear Karl,

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

Rated 5 out of 5 stars

Simon was really helpful in telling me how to create a new password

Simon was really helpful in telling me how to create a new password which I had difficulties with because I had forgotten the answer to one of my security questions. He was really patient and took me through the whole process

14 January 2025
Unprompted review
RBC Wealth Management (Europe) logo

Reply from RBC Wealth Management (Europe)

Hi Susan,

Thank you for taking the time to give feedback about your experience. I'm really pleased to hear our service is meeting your expectations. If you need help with anything, please don't hesitate to get in touch.

Best wishes,
RBC Brewin Dolphin

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