With a heritage going back 20 years in Glasgow, our origins can be traced back much further, to 1841 and one of the founders of what became Bell Lawrie White. Through a series of mergers and acquisitions we have evolved to become the present day Brewin Dolphin Glasgow – continuing the tradition of exceptional personal attention, while actively helping clients to achieve their long-term goals.
We have more than 30 people in the investment management division, who work with individuals, families and businesses across Glasgow and the UK. Our portfolio management services cover private clients, ISAs, charities, trusts, pension funds, and SIPPs, and we have specialist knowledge in all of these areas.
Our financial planners offer an integrated service, designed to take a complete view of clients’ financial circumstances. In addition to offering a full strategic financial planning package, we can also work on specific projects such as estate planning, school fee planning, pensions, and tax-efficient strategies.