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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

York

York

We opened our York office in 2012 to provide investment management services to professional advisers and their clients in and around York, Nottingham, Lincoln, Sheffield, Leeds and Newcastle.

Operating as a local team, but within the wider investment framework of Brooks Macdonald, we work closely with our 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 number of local events and charitable causes.

We currently sponsor Easingwold Ladies Football Club, and have previously sponsored the Newcastle Falcons Rugby Club and the Senior Colts team at Pocklington Rugby Club.

We are also a member of York Cares, a partnership of the city’s leading employers that is committed to improving York through employee volunteering. Since becoming a member we have taken part in a range of community projects such as “big builds” and reading classes in primary schools.

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

York
Adviser Academy Derbyshire

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.

York
Adviser Academy Leeds

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.

York
Leeds International Film Festival 2016

We sponsored the 2016 Leeds International Film Festival, a leading annual cultural event and the largest event of its kind in the North of England.

York
York Cares

We are a member of York Cares. This partnership of the city’s leading employers is committed to making York a better place through employee volunteering.

York
Easingwold Ladies Football Club

We sponsor the Easingwold Town AFC ladies team, which plays in the North East Regional Women Football League.

York
Pocklington Colts

The York office supports the local youth team of a successful amateur rugby union team.

Local News

21 Feb 2017

£5,000 raised at Two Ridings Community Foundation Charity...

Over 130 guests attended an inaugural charity ball, held at The Principal York in the heart of York on Friday 20 January 2017, to raise funds on behalf of The Arts for Change Fund which supports...

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.