We opened our Taunton office in 2011 to provide investment management services throughout South Wales and the South West of England.
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.
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 number of local events and charitable causes.
We sponsored Falmouth-based Sam Goodchild, a promising young British yachtsman, during his 2013 and 2014 La Solitaire du Figaro campaigns. As part of his 2014 campaign, we were one of the main sponsors of Team Plymouth, the boat on which he raced.
We also sponsor a number of local school sports teams, providing kits and equipment for their use.