We have a large and experienced team of investment management and financial planning experts based at Brewin Dolphin in Edinburgh. We offer private client investment management, as well as investment services for professional intermediaries and investment management for charities. In addition, our highly-qualified financial planning team provides advice on a range of topics, including insurance, pensions and inheritance tax planning. This extensive range of knowledge allows us to provide services tailored to individual needs, ensuring the highest levels of care and attention are given whatever the specifications. 

Latest News

Scottish Charity Seminar 2015

What does good look like? The governance and management of charities.

Spectator event: is home rule the only realistic alternative to independence for Scotland?

We are very pleased to sponsor an exciting discussion that is guaranteed to have people talking – is home rule the answer for Scotland?

Brewin Dolphin Borders Book Festival

Every year the Brewin Dolphin Borders Book Festival goes from strength to strength and we, as sponsors, are very proud to be involved.

Jonathan Tweedie

Head of Office

T: 0131 225 2566


Jonathan joined Brewin Dolphin in 2001, having spent the previous nine years as an officer in the British Army, where he reached the rank of Major. Jonathan became a Divisional Director in 2006 and was appointed Head of the Edinburgh Office in 2014. He specialises in the discretionary investment management of private client portfolios, charitable funds and institutions; and is a trustee for the Scottish Veteran Residences and the KOSB Regimental Association. Jonathan has a BA Hons in Business & Economics and has been on the judging panel for the Walter Scott Prize for Historical Fiction, part of the Brewin Dolphin Borders Book Festival, since 2012.

Give us a call


0131 225 2566

Sixth Floor, Atria One, 144 Morrison Street, Edinburgh, EH3 8BR

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


We value your opinion

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.

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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