- 31-32 City Quay, Camperdown Street, Dundee, DD1 3JA
- Tel: 01382 317 200
- Email: email@example.com
The Dundee office of Bell Lawrie opened in 1998 with 10 staff. In 1999 the business of Capel-Cure Sharp was acquired and a further acquisition was made, in 2002, of the financial services business of Aitken MacDonald. The office now has over 20 members of staff. The team, including highly experienced investment managers and financial planners, have built a strong reputation for providing a high class professional service in Dundee and the surrounding areas.
Our services to clients range from the management of small collective investment portfolios through to bespoke portfolios for individuals. We also have particular expertise in managing Self Invested Personal Pensions, investment bonds and charitable funds.
Any tax allowances or thresholds mentioned are based on personal circumstances and current legislation which is subject to change.