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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

Leamington Spa

Leamington Spa

Our Leamington Spa office opened in 2013 to provide investment management services in Birmingham and throughout the Midlands.

Operating as a local team, but within the wider investment 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.

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 strongly believe in giving back to our local community and are proud supporters of a variety of local events and charitable causes.

We have sponsored a number of athletes, including the up-and-coming alpine skier Darcie Mead, and George Smith and Tommy Taylor of Wasps Rugby Football Club. We also sponsor a range of local school sports teams, providing kits and equipment for their use. Currently, these schools include The King’s School, Grantham, Solihull School, King Henry VIII (Coventry) and The Kingsley School (Leamington Spa).

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

Leamington Spa
Adviser Academy East Midlands

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.

Leamington Spa
Adviser Academy West Midlands

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.

Leamington Spa
Darcy Mead

Darcy is a promising skier aiming to represent Britain in the Olympics. She is sponsored by the Leamington Spa office.

Leamington Spa
Local schools

We sponsor Kings Grantham School, Solihull Grammar School and Kingsley School (Leamington Spa). In addition, we sponsor local school sports teams, providing kits and equipment.

Leamington Spa
Tommy Taylor

We are the official player sponsor of Tommy Taylor of Coventry-based rugby team Wasps.

Local News

23 Mar 2017

Proud sponsor of Rugby4Heroes Charity Rugby and Music...

Leamington Spa, 12-14 May 2017 We are proud to announce our premier sponsorship of the Old Leamingtonians RFC Rugby4Heroes Rugby and Music Festival, taking place at  the Old Leamingtonians Rugby...

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.