About Charlotte Square Partners

Charlotte Square Partners marks the coming together of the expertise and experience of two of Edinburgh’s most renowned financial services firms; Newton-Barr Ltd and Castle Cairn Ltd.
Conjoining the best of these two fine Edinburgh institutions to provide intelligent financial advice to private individuals and businesses, Charlotte Square Partners Ltd was created in 2016.

Newton Barr Ltd whose significant presence has marked the advice landscape in Scotland for over four decades, completed their ‘courtship’ and formally joined forces with the advice arm of Castle Cairn Ltd in 2014. Charlotte Square Partners is the long awaited ‘offspring’ of that courtship.

We bring with us over 80 years of experience in handling financial challenges which range from the routine to the very complex.

Along with Brett Investment Ltd in Melrose, our work is hosted by Newton-Barr Ltd, who themselves continue to be a significant presence on the Scottish financial services scene.
Charlotte Square Partners are committed to continuing the philosophy which marks the historical work of both Newton-Barr and Castle Cairn.