Brewin Dolphin

Brewin Dolphin

Brewin Dolphin is one of the UK’s leading providers of personalised, discretionary wealth management services and their Birmingham office played host to a charity forum. David was asked to present to the delegates; the trustees and managers of more than 30 mixed charities on social media as part of the forum’s activities.


Approach taken

  • Presentation to group of 40 delegates
  • Assessed differences in platforms
  • Charity sector specific information including governance
  • Content strategy to generate brand awareness
  • Q&A


  • Charity marketers more confident on governance issues
  • Important, relevant value provided by Brewin Dolphin
  • Improved use of social networks
  • Better informed about investing in social media and ROI
  • Increased potential revenue streams

I invited David from JC Social Media to speak at a seminar for Charity Trustees that I organised and I was thoroughly impressed by both his knowledge and passion for the subject and also his presentational skills, keeping the audience entertained and engaged throughout.

~ Ian Burrows, Brewin Dolphin

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