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020 7499 6424

72 Welbeck Street
London
W1G 0AY

Location

info@brooksmacdonald.com

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

Location

edinburgh@brooksmacdonald.com

+441481 815 555

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Location

guernsey@brooksmacdonald.com

0161 870 3860

Richmond House, Heath Road, Hale WA14 2XP

Location

hale@brooksmacdonald.com

01329 552 111

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Location

hampshire@brooksmacdonald.com

+441534 715 555

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Location

jersey@brooksmacdonald.com

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Location

leamingtonspa@brooksmacdonald.com

01618 614 110

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Location

manchester@brooksmacdonald.com

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Location

taunton@brooksmacdonald.com

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

Location

tunbridgewells@brooksmacdonald.com

01904 234 820

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Location

york@brooksmacdonald.com

Awards

We aim to deliver a first class service for all with whom we work and we are delighted that our success has been recognised by a number of high quality ratings and awards.

2017
2016
2015 and older
Professional Paraplanner Awards

We are delighted to have been voted the ‘Best Outsourced Investment Provider’ at the Professional Paraplanner Awards 2017 in London.

The award is a significant vote of confidence from the paraplanner community in the strength of service that we offer and we would like to thank them for their continued support.

 
Citywire Regional Star Awards

We are delighted to announce that Brooks Macdonald has again had a successful year at the Citywire Wealth Manager Regional Star Awards, winning in the following two region

• Midlands – Leamington Spa office

• South East – Tunbridge Wells office

This is the third time in the past four years that the Leamington Spa office has received this prestigious award and we are very pleased that the successes of the Tunbridge Wells office lead by Pam Beith have also been recognised. 

Thank you to everyone who voted for us, we are as ever grateful for your continued support.

 
Defaqto ratings

We are pleased to have once again received a five star rating by Defaqto for our Bespoke Portfolio Service (BPS), Managed Portfolio Service (MPS) and MPS on platform.

We have also been awarded the gold standard for service for the second consecutive year.

Defaqto is an independent UK financial research company specialising in rating, comparing and analysing financial service. A Defaqto Star Rating (graded on a scale of one to five) reflects the benefits offered and level of features within a financial product, independent of the provider.

 
Private Asset Managers (PAM) Top 40 Under 40

We are delighted to congratulate two members of our investment management team on being listed in PAM’s Top 40. Both Robin Eggar, based in London, and Scott Lothian, based in Edinburgh, have each been named in this year’s list.

The PAM top 40 under 40 began with an open call for nominations, with shortlists based on the strength of the nomination. The final list was based on the qualities entrants were deemed to have by their nominators, and also took into account the reputation or performance of their company, feedback from senior PAM executives, trajectory of promotion/business development success and relative age.

We are pleased that Robin and Scott have been recognised for their considerable achievements.

 
Private Asset Managers (PAM) Awards

We are delighted to have been a finalist in the Investment Performance – Defensive Portfolio category at the 2017 PAM Awards.

The PAM Awards take pride in focussing exclusively on the consistency of real client outcomes, identifying firms that deliver real value to private investors.

Our inclusion as a finalist serves as recognition of our continued success as we maintain a commitment to delivering a first-class service to our clients.

Gold Standard 2016

We are delighted to announce that we have again been awarded the prestigious Gold Standard for discretionary fund management.

The Gold Standard awards are designed to identify financial services companies that are going above and beyond standard business practices, assessing firms according to the following five criteria: capability, service, fair value, trust and financial strength.

 
Defaqto ratings

We are proud to have once again been awarded a five star rating for our Bespoke Portfolio Service (BPS), Managed Portfolio Service (MPS), and MPS on platform.

We have also achieved a gold standard for service.

Defaqto are a leading UK independent financial research company specialising in rating, comparing and analysing financial products. A Defaqto Star Rating (one to five) reflects the level of features and benefits offered within a financial product or service.

 
Citywire Wealth Manager Regional Awards

We are delighted to be the winners in an unprecedented 5 out of 8 regions (Midlands, North, South East, Scotland and Northern Ireland and Greater London).

The regional stars awards are based on who advisers rate to be the UK's top wealth managers in terms of both service and performance.

 
Private Asset Managers (PAM) Top 40 Under 40

Congratulations to Robin Eggar, John Wallace and Jonathan Webster-Smith who were each named in PAM’s Top 40 Under 40 – a list of rising stars in the private wealth management world.

 
Citywire Top 30 Under 30

Congratulations to Edward Park and Adam Greaves who were both named in Citywire’s Top 30 Under 30 – a list of young stars in the UK private client sector based on a combination of professional qualifications, academic achievements and the scope of the responsibilities that they hold.

 
Citywealth Brand Management and Reputation Award

Following a successful rebrand in April 2016, we received an award in the 'Best Rebranding Campaign' category at Citywealth's Brand Management and Reputation Awards.

 
2015 Awards
Money Marketing Awards Best Wealth Management Firm
Defaqto Five star rating for BPS, MPS and MPS on platform
The Sunday Times Named in top 100 list of best medium sized companies to work for
Citywire Citywire Wealth Manager Regional Stars (South East, Scotland & Northern Ireland, North, and Greater London)
Gold Standard Awards Gold Standard for Discretionary Portfolio Management
Financial Adviser Service Awards Five stars for investment service
Alternative Investment Awards Best in Offshore Wealth Management
 
2014 awards
Gold Standard Awards Gold Standard for Discretionary Portfolio Management
Financial Times Financial Adviser Service Award: Five Star Award
Defaqto Five star rating for BPS, MPS and MPS on platform
Defaqto Five diamond rating for the Unitised DFM category
The Sunday Times Named in top 100 list of best medium sized companies to work for
Citywire Citywire Wealth Manager Regional Star (Wales & Midlands)
 
2013 awards
Wealth Adviser Awards Best Wealth Management Firm UK
Citywire Citywire Wealth Manager Regional Star (Scotland & Northern Ireland and South East)
Defaqto Five star rating for BPS and MPS
Gold Standard Awards Gold Standard for Discretionary Portfolio Management
AQC Awards Private Client Investment Manager of the year

Latest insights

Offices

London

020 7499 6424

info@brooksmacdonald.com

72 Welbeck Street
London
W1G 0AY

Edinburgh

0131 240 3900

edinburgh@brooksmacdonald.com

10 Melville Crescent
Edinburgh,
EH3 7LU

Guernsey

+441481 815 555

guernsey@brooksmacdonald.com

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

Hale

0161 870 3860

hale@brooksmacdonald.com

Richmond House, Heath Road, Hale WA14 2XP

Hampshire

01329 552 111

hampshire@brooksmacdonald.com

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

Jersey

+441534 715 555

jersey@brooksmacdonald.com

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

Leamington Spa

01926 351 051

leamingtonspa@brooksmacdonald.com

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

Manchester

01618 614 110

manchester@brooksmacdonald.com

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

Taunton

01823 217 084

taunton@brooksmacdonald.com

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

Tunbridge Wells

01892 554 900

tunbridgewells@brooksmacdonald.com

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

York

01904 234 820

york@brooksmacdonald.com

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Awards

  • Best company 2017
  • Gold standard awards 2016 winner discretionary portfolio management
  • Defaqto 2017 - DFM Bespoke
  • Defaqto 2017 - DFM managed portfolio
  • Defaqto 2017 - MPS on platform
  • Defaqto 2017 - DFM Service Gold

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.