Protecting and growing your wealth in a highly complex world
Delivering first-class financial strategies
A roadmap for the future
Click to play
Choose an office:
020 7499 6424
72 Welbeck StreetLondonW1G 0AY
0131 240 3900
10 Melville CrescentEdinburgh,EH3 7LU
+441481 815 555
Yorkshire House, Le Truchot St. Peter Port, GuernseyGY1 1WD
01329 552 111
The Long Barn, Dean EstateWickham Road, FarehamPO17 5BN
+441534 715 555
First Floor Liberation HouseCastle Street, St. Helier, JerseyJE2 3AT
01926 351 051
36 Hamilton TerraceLeamington Spa,CV32 4LY
01618 614 110
10th Floor, No 1 Marsden StreetManchesterM2 1HW
01823 217 084
Blackbrook GateBlackbrook Park Avenue, TauntonTA1 2PX
01892 554 900
2 Mount Ephraim RoadTunbridge Wells KentTN1 1EE
01904 234 820
Howard House3 St Mary’s Court,Blossom Street, York, YO24 1AH
Our services to you
Bespoke Portfolio Service
Designed for investors who require a portfolio created specifically to meet their individual needs. A dedicated investment manager will work with you to create bespoke portfolios for your clients.
Managed Portfolio Service
A discretionary investment management service consisting of ten model portfolios, each with their own risk profile and objectives.
Our Multi-Asset Fund range (provided by Investment Fund Services Limited) offers a series of risk-managed funds, ranging from Defensive Income to Strategic Growth. In addition, we also provide a series of single strategy solutions.
We work closely with professional advisers and their clients to develop robust investment strategies.
Our people have allowed us to instil a culture that supports consistency in every aspect of our business. They are selected for their ability to relate to clients, their analytical skills and their resolve.
We seek to build trusting relationships that allow us to partner with professional advisers to complement their services and benefit our mutual clients.
Follow us on social media
Brooks Macdonald is a trading name of Brooks Macdonald Group plc used by various companies in the Brooks Macdonald group of companies. Brooks Macdonald Group plc is registered in England No 4402058. Registered office: 72 Welbeck Street London W1G 0AY.
Brooks Macdonald Asset Management Limited is authorised and regulated by the Financial Conduct Authority. Registered in England No 3417519. Registered office: 72 Welbeck Street London W1G 0AY. Brooks Macdonald Asset Management (International) Limited is licensed and regulated by the Guernsey Financial Services Commission. Its Jersey branch is licensed and regulated by the Jersey Financial Services Commission. Brooks Macdonald Asset Management (International) Limited is an authorised Financial Services Provider, regulated by the South African Financial Services Board. Registered in Guernsey No 47575. Registered office: Yorkshire House Le Truchot St Peter Port Guernsey GY1 1WD. Brooks Macdonald Funds Limited is authorised and regulated by the Financial Conduct Authority. Registered in England No 5730097. Registered office: 72 Welbeck Street London W1G 0AY. Investment Fund Services Limited (IFSL) is the Authorised Corporate Director for the IFSL Brooks Macdonald Fund. IFSL is registered in England No. 06110770 and is authorised and regulated by the Financial Conduct Authority. Registered office: Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP. Copies of the Prospectus and Key Investor Information Documents are available from www.ifslfunds.com or can be requested as a paper copy by calling 0808 178 9321 or writing to IFSL, Marlborough House, 59 Chorley New Road, Bolton, BL1 4QP.
Brooks Macdonald Financial Consulting Ltd is authorised and regulated by the Financial Conduct Authority.
Copyright 2016 Brooks Macdonald
Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.