RBC Brewin Dolphin’s Dundee office originated as Bell Lawrie White (a firm that can trace its heritage back to 1841), and 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 needs, 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.
What RBC Brewin Dolphin can do for you
Our specialists at RBC Brewin Dolphin’s Dundee office have built a strong reputation for providing a high-class professional service in Dundee and the surrounding areas. We offer a personalised wealth management service that reflects each client’s individual needs. 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 needs, and managing the tax payable on their investments. Through effective planning, we also allocate your available financial resources in the most efficient and effective way possible.
Services for intermediaries
Whether your clients are investing to fund their retirement, cover education costs or help the next generation, we’ll support you in helping them achieve their ambitions – as well as your own. We offer a range of services to help you meet the needs of each client including:
- Discretionary Fund Management (DFM) – Builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
- More than 1,000 advice firms have signed up to use our MPS, attracted by strong investment performance and a constant focus on client satisfaction.
- Our Voyager fund range follows the investment approach of MPS, but in a unitised structure.
How to get to the office
Our office is located in the city centre of Dundee, a 15-minute walk from Dundee railway station.
Key Contacts
Private Client
David Barclay
Head of Office
Intermediaries
Graeme Bowden
Regional Sales Manager
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