The quality of our staff, teamwork and the culture of the organisation are crucial to the ongoing success of Brooks Macdonald.
Our people are therefore the foundation of our business and we seek to employ skilled, experienced and service oriented staff who care about the needs of clients.
Through structured training and development programmes, we provide excellent career opportunities for our staff. We reward our people for the quality of service they provide to clients as well as their dedication, enthusiasm and hard work.
We will continue to recruit only those staff who are the best in their field and who meet our high expectations.
Click on a picture or use the search filter below to find out more about our people.
Daniel joined Brooks Macdonald in 2009. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and manages discretionary investment portfolios for charities, deputies, high-net-worth individuals and trusts.
His particular expertise is in court of protection and personal injury portfolios, where the primary focus is on protecting the capital value of the assets whilst producing a predictable level of income.
Daniel holds the Certificate in Financial Planning (CFP), Investment Management Certificate (IMC) and Private Client Investment Advice & Management Certificate (PCIAM).
Daniel’s specialist research sector is: Thematic (Energy, Financials, Healthcare, Resources and Technology).