The Dundee office of Bell Lawrie opened in 1998 with ten staff. In 1999, the business of Capel Cure Sharp was acquired and in 2002 a further acquisition was made of the financial services business of Aitken MacDonald. The office now has more than 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 SIPPs, investment bonds and charitable funds.
Ian MacDonald was formerly a professional footballer and ended his full-time career with Dundee F.C. He became an IFA in 1990 and he formed and then bought the Firm Aitken MacDonald in 1995. Brewin Dolphin (Bell Lawrie at the time) acquired his business in 2002. He was the first financial planner to head up a Brewin Dolphin office.
Give us a call
01382 317 200
31-32 City Quay, Camperdown Street, Dundee, DD1 3JA