Dundee

 

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 14 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.

Give us a call

Dundee

01382 317 200

31-32 City Quay, Camperdown Street, Dundee, DD1 3JA

E: dundee[at]brewin[dot]co[dot]uk

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Ian MacDonald

Head of Office

T: 01382 317 200

Biography

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.

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We are always looking for ways to improve our service, so if there is something you think we could do better, or that you think we are doing really well, we would love to hear from you.

The only thing we ask is that you do not include any personal information, like account numbers, in your email. If your matter is urgent, needing our personal attention, please contact your local office.

You may be contacted to follow up on your comments but we don't keep any personal information, so you won't be contacted for marketing purposes and we will not share your personal information with anyone outside of the company.

Complaints
If you wish to complain about any aspect of our service, we will do what we can to not only meet, but exceed your expectations of a swift and thorough resolution.  More details of our complaints procedure can be found here


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