About us

Brooks Macdonald Financial Planning provides independent fee-based financial advice to individuals who wish to create, enhance and protect their wealth. Our independence influences all aspects of our approach.

The only alliances we have are with you. With the flexibility and scope to apply broad based knowledge and specialist in-house expertise, our advice remains balanced and unbiased. We will provide you with a coherent strategy, aimed at achieving your long-term goals.

From freedom comes opportunity. Our impartial approach enables us to offer pragmatic advice and deliver decisive recommendations. For you, that means a saving of time, money and the acquisition of a clear, well-structured strategy.

As a result of our commitment to our clients, we have won numerous industry awards and commendations for both the quality of our advice and our service to clients.

Brooks Macdonald Financial Planning is a division of Brooks Macdonald Financial Consulting Ltd, which is authorised and regulated by the Financial Services Authority. Brooks Macdonald Financial Consulting Ltd is the independent bespoke financial planning subsidiary of Brooks Macdonald Group plc, the AIM listed integrated wealth management group.

Brooks Macdonald Group plc and its subsidiaries have offices in London, Edinburgh, Hale, Hampshire, Manchester, Taunton, Tunbridge Wells and York.