Our long heritage in Edinburgh can be traced back to William Bell, an accountant in 1841 who subsequently became a stockbroker and one of the founders of what became Bell Lawrie White. This firm was acquired by Brewin Dolphin in 1993. Since then we have continued the tradition of exemplary personal attention while expanding our offering to encompass a complete wealth management service for our clients.
In Edinburgh we offer a wealth management service that reflects the individual needs of each client. To achieve this we need to 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.