Additional services

In addition to our financial planning 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.

Employee benefits
Our employee benefits division provides independent advice on corporate benefits, delivering personalised reward programmes to businesses and their employees.

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