Brewin Dolphin’s Dundee office originated as Bell Lawrie (a firm which can trace its heritage back to 1841), which 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 team – including highly experienced investment managers and financial planners – has built a strong reputation for providing a high-class professional service in Dundee and the surrounding areas.
To offer a wealth management service that reflects each client’s individual needs, we get to know our clients well and understand what is important to them. While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future need, and managing the tax payable on their investments. In addition, through effective planning, we allocate your available financial resources in the most efficient and effective way possible, and identify ways to save money.