Home / Financial advice

Choose an office:

London

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

Yorkshire House, Le Truchot
St. Peter Port, Guernsey
GY1 1WD

Location

guernsey@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

Financial advice

We provide independent financial advice to high-net-worth individuals, families and businesses.

We offer a comprehensive fee-based service with personally tailored solutions encompassing financial planning, mortgages and tax return services.

Our service is advice, rather than product driven, providing clients with a coherent, affordable strategy, aimed at achieving their long-term goals.

In addition to our financial planning service, we work in collaboration with other professional advisers, such as solicitors, accountants and wealth managers, to help them provide a comprehensive service to their clients.

The total cost of our service is determined before we commence work and we will not charge you anything until you have agreed a fee. Our first meeting, being exploratory, is free.

Financial planning

We help clients build, manage and protect their wealth. We guide you through the key financial decisions to get the best results for you and your family.

Mortgage services

We provide independent, whole-of-market advice on residential and commercial property purchases. Our services range from researching the entire market for the best rate to preparing applications and documents.

Tax services

Our in-house tax consultants draw on their knowledge of tax legislation and compliance to help individuals, partnerships, LLPs, sole traders and small companies prepare and submit tax returns.

Professional connections

Over the years we have established an extensive network of relationships with professional advisers. Our financial planning team is dedicated to working in partnership with them.

Key contacts

Nicholas Lawes

Managing Director, Financial Consulting, London

Nicholas joined Brooks Macdonald in 2003, he holds the position of managing director, financial consulting. Nicholas is responsible for the financial consulting business and is also a member of the executive management committee.

Nicholas advises on a broad range of financial matters, including sophisticated tax planning, pensions and retirement and inheritance tax mitigation. He has over 20 years’ experience developing wealth management strategies for high net worth individuals and families.

Nicholas was named in the Private Client Practitioner’s 50 Most Influential 2014. He is also a non-executive director of William Reed Holdings Limited.

Michael Owen

Director, Financial Planning, London

Michael joined Brooks Macdonald in 2007 and holds the position of director, financial planning. Michael is responsible for advising clients on complex offshore pensions, as well as conventional occupational and personal pensions. In addition, he provides general financial planning advice, covering inheritance tax mitigation and tax efficient investment.

Prior to joining Brooks Macdonald, Michael worked at Douglas Deakin Young and at Duncan Lawrie Asset Management. He has over 25 years’ experience in financial services.

Michael holds an Advanced Diploma in Financial Planning, Certified Financial Planner certification and is also a member of the Personal Finance Society. He is a regular contributor to the national and trade press on personal finance matters.

Fran Afonso

Senior Consultant, Mortgage Finance, London

Fran joined Brooks Macdonald in 2007, she holds the position of senior consultant, mortgage finance. Fran is responsible for advising clients on the conventional purchase and remortgage markets, as well as more complex matters such as investment and commercial property financing, equity release (lifetime mortgages) and foreign currency mortgages.

Prior to joining Brooks Macdonald, Fran worked at a number of large mortgage lenders and intermediary companies, primarily as a specialist mortgage consultant. She has over 25 years’ experience in financial services.

Fran holds a Certificate in Advanced Mortgage Advice, a Diploma in Mortgage Advice and Practice, and a Certificate in Equity Release.

Tim Martineau

Senior Consultant, Financial Planning, London

Tim joined Brooks Macdonald in 1995, he holds the position of senior consultant, financial planning. Tim is responsible for advising individuals and privately owned businesses on a broad range of financial matters including pensions, taxation, school fees, investment work and protection.

Tim has over 20 years’ experience in financial services. He holds a Diploma in Financial Planning and is an Associate of the Institute of Financial Planning.

Philip Ostle

Senior Consultant, Financial Planning, London

Philip joined Brooks Macdonald in 2013 and holds the position of senior consultant, financial planning. Philip is responsible for advising on investments, taxation and pensions, in particular in designing retirement strategies.

Prior to joining Brooks Macdonald, Philip worked at Irwin Mitchell Solicitors’ asset management business as head of financial planning. He has over 25 years’ experience in financial services.

Philip holds a Diploma in Financial Planning and is a member of the Personal Finance Society.

Jane Stedman

Senior Consultant, Financial Planning, London

Jane joined Brooks Macdonald in 2013 and holds the position of senior consultant, financial planning. Jane is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Prior to joining Brooks Macdonald, Jane worked at Arbuthnot Latham and Duncan Lawrie Limited. She has provided financial advice to high net worth clients since 2008 and has over 15 years’ experience in financial services.

Jane holds Chartered Financial Planner status and Certified Financial Planner certification. She is also a Fellow of the Personal Finance Society.

Roddy Wirgman

Senior Consultant, Financial Planning, London

Roddy joined Brooks Macdonald in 2003, he holds the position of senior consultant, financial planning. Roddy is responsible for advising on investments, taxation and pensions, in particular in designing retirement strategies.

Prior to joining Brooks Macdonald, Roddy worked at a variety of IFA firms including John Lamb, Bradstocks and Bain Dawes. He has over 30 years’ experience advising private clients.

Roddy holds a Diploma in Regulated Financial Planning and Certified Financial Planning certification.

Simon Whitby

Senior Consultant, Financial Planning

Simon joined Brooks Macdonald in 2013 and advises clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Simon has over 5 years’ experience in financial services.

Simon holds Chartered Financial Planner status.

 

David Birden

Consultant, Financial Planning, London

David joined Brooks Macdonald in 2007 and holds the position of consultant, financial planning. David is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

David qualified as a consultant in 2011 after completing our in-house training programme. He has worked in financial services since 2007.

David holds a Diploma in Financial Planning and is a member of the Personal Finance Society.

Doron Grossobel

Consultant, Financial Planning, London

Doron joined Brooks Macdonald in 2010 and holds the position of consultant, financial planning. Doron is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Doron qualified as a consultant in 2013 after completing our in-house training programme. He has 10 years’ experience in financial services.

Doron holds a Diploma in Financial Planning and Chartered Financial Planner status.

Ian Hawkes

Consultant Financial Planning, London

Ian joined Brooks Macdonald in 2011 and holds the position of consultant, financial planning. Ian is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Prior to joining Brooks Macdonald, Ian worked at HSBC and Saunderson House Ltd. Ian qualified as a consultant in 2012 after completing our in-house training programme. He has worked in financial services since 2008.

Ian holds an Advanced Diploma in Financial Planning and Chartered Financial Planner status.

Naomi Keith

Consultant, Financial Planning, London

Naomi joined Brooks Macdonald in 2012 and holds the position of consultant, financial planning. Naomi is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Prior to joining Brooks Macdonald, Naomi worked at Bluefin Wealth Management as a financial planner and Crest Insures as an IFA. She has over 10 years’ experience in financial services.

Naomi holds a Diploma in Financial Planning.

Kate Milne

Consultant, Tax Services, London

Kate joined Brooks Macdonald in 2010, she holds the position of consultant, tax services. Kate is responsible for leading our dedicated tax service.

Prior to joining Brooks Macdonald, Kate worked at S G Hambro, KPMG and ran her own accountancy firm. She has over 20 years’ experience in financial services.

She is a chartered accountant and a fellow of the Institute of Chartered Accountants in England and Wales (ICAEW).

Tom Parkes

Consultant, Financial Planning, London

Tom joined Brooks Macdonald in 2013, he holds the position of consultant, financial planning. Tom is responsible for advising clients on areas including investment planning, retirement planning, family and business protection, and complex inheritance tax matters.

Tom qualified as a consultant in 2016 after completing our in-house training programme.

Tom holds a Diploma in Regulated Financial Planning and a Certificate in Discretionary Investment Management.

Offices

London

Edinburgh

Guernsey

Hampshire

Jersey

Leamington Spa

Manchester

Taunton

Tunbridge Wells

York

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

Yorkshire House, Le Truchot
St. Peter Port, Guernsey
GY1 1WD

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 2016
  • Gold standard awards 2016 winner discretionary portfolio management
  • Defaqto 2016 - DFM Bespoke
  • Defaqto 2016 - DFM managed portfolio
  • Defaqto 2016 - MPS on platform
  • Defaqto 2016 - 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.