We opened our Tunbridge Wells office in 2009 to provide investment management services throughout Kent, East Sussex, Essex and Suffolk.
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 currently sponsor Junior Bromleians Football Club, Speldhurst Juniors Cricket Club and West Surrey Golf Juniors. We have sponsored a number of athletes, including two professional golfers. We also sponsor a number of local school sports teams, providing sports kits and equipment for their use.