Additional services

In addition to our employee benefits service, we work in collaboration with other professional advisers to provide a comprehensive service to our clients and their employees.  This includes services such as:

Mortgage finance
Taking out a mortgage is probably the biggest financial undertaking you will ever make. Our specialist mortgage finance division can source solutions to help save you money and to ensure that the mortgage process runs smoothly. 

Tax return services
Our bespoke tax return service is designed to ensure the preparation and submission of your tax return is as smooth as possible. We draw on our knowledge of tax legislation and compliance to help you prepare an accurate return and consider what opportunities you may have to reduce your tax bill.

Investment management
Brooks Macdonald Asset Management provides a discretionary investment management service for individuals, trusts, pension trustees or charities.

Financial planning
Our financial planning consultants review each client's strategy on an ongoing basis and evaluate potential adjustments in response to changes in legislation or the client's circumstances.  

Retirement and redundancy counselling
Our consultants have a long history of providing individual financial counselling to senior executives at a time of change.  This service covers all aspects of the client’s personal finances.

Business insurance
Our consultants can advise your business on the most appropriate insurance solutions including shareholder protection, professional liability insurance and key person assurance.