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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

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

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

Hampshire

Hampshire

Our Hampshire office opened in 2005 to provide investment management services throughout Hampshire, Dorset, Wiltshire, Berkshire and West Sussex.

Operating as a local team, but within the wider investment management framework of Brooks Macdonald, we work closely with clients’ professional advisers, such as independent financial advisers (IFAs), accountants, solicitors or trustees to build a solution that meets the clients’ investment objectives.

We are committed to delivering a first class, localised service, as reflected by the Hampshire office winning the Citywire Regional Stars Award for Wealth Managers in the South East in 2013, 2015, 2016 and being shortlisted in 2014.

Investment solutions

We provide a range of investment services including:

  • Bespoke Portfolio Service (BPS);
  • Alternative Investment Management (AIM) Portfolio Service;
  • Managed Portfolio Service (MPS); and
  • Multi-Asset Funds (MAF).

Our Investment Managers follow a centralised process to ensure that the principles of our investment philosophy are reflected in all client portfolios, across all of our offices.

Supporting the community

We currently sponsor Wokingham and Bashley Cricket Clubs and Trojans Junior Hockey Section. We have also previously sponsored Warsash Sailing Club, including the Warsash Spring Cup.

In addition, we have sponsored a number of local school and college sports teams, including Wykeham House School and Peter Symonds College.

Choose an office:

020 7499 6424

72 Welbeck Street
London
W1G 0AY

0131 240 3900

10 Melville Crescent
Edinburgh,
EH3 7LU

+441481 815 555

1st Floor Royal Chambers,
St Julian’s Avenue, St. Peter Port, Guernsey
GY1 2HH

01329 552 111

The Long Barn, Dean Estate
Wickham Road, Fareham
PO17 5BN

+441534 715 555

First Floor Liberation House
Castle Street, St. Helier, Jersey
JE2 3AT

01926 351 051

36 Hamilton Terrace
Leamington Spa,
CV32 4LY

01618 614 110

10th Floor, No 1 Marsden Street
Manchester
M2 1HW

01823 217 084

4 Heron Gate
Hankridge Way, Taunton
TA1 2LR

01892 554 900

2 Mount Ephraim Road
Tunbridge Wells Kent
TN1 1EE

01904 234 820

Howard House
3 St Mary’s Court,
Blossom Street, York, YO24 1AH

Events and Sponsorship

Hampshire
Adviser Academy Hampshire

The Adviser Academies are returning. This year we will be bringing together a range of influential speakers to dissect the complexities of the industry and discuss effective business modelling.

Hampshire
Bashley (Rydal) Cricket Club

This local cricket club is another of our sponsorship projects in Hampshire.

Hampshire
Chris Selfe

Another project we sponsor is the rally car of Hampshire-based amateur, and independent financial adviser, Chris Selfe.

Hampshire
Peter Symonds College

We support Peter Symonds College, a Sixth Form College in Winchester.

Hampshire
Trojans Junior Hockey Section

This Southampton-based hockey team is sponsored by the Hampshire office.

Hampshire
Wokingham Cricket Club

The Wokingham Cricket Club benefits from Brooks Macdonald sponsorship.

Local News

21 Feb 2017

Rucksack Project

In December we launched the ‘Brooks Macdonald Rucksack Project’ in aid of two local homeless charities - The Lifehouse in Portsmouth and The Society of St James in Southampton. The Project...

Latest insights

Awards

  • Best company 2017
  • Gold standard awards 2016 winner discretionary portfolio management
  • Defaqto 2017 - DFM Bespoke
  • Defaqto 2017 - DFM managed portfolio
  • Defaqto 2017 - MPS on platform
  • Defaqto 2017 - 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.