- 48 St. Vincent Street,
Glasgow G2 5TS
- Tel: 0141 221 7733
- Email: email@example.com
The Glasgow office was established in 1995 as Bell Lawrie White by a private client team, subsequent acquisitions from other brokers has meant the office has grown significantly with the latest team joining in 2011.
We now have over 40 members of staff in the investment management division. We have been working with individuals, families and businesses across Glasgow and the UK providing successful investment solutions for almost two decades. Our portfolio management services cover private clients, ISAs, charities, trusts, pension funds, and SIPPs, and we have executives with specialist knowledge in all of these areas.
Our team of financial planners offer an integrated service, designed to take a holistic view of your financial circumstances. As well as offering a full strategic financial planning package, we can also work on specific projects such as estate planning, school fee planning, pensions and tax efficient strategies.