Additional services

In addition to our tax return service, we work in collaboration with other professional advisers to provide a comprehensive service to our clients.  This includes services such as:

Mortgage finance
Taking out a mortgage is probably the biggest financial undertaking you will ever make. Our specialist mortgage finance division can source solutions to help save you money and to ensure that the mortgage process runs smoothly.  

Investment management
Brooks Macdonald Asset Management provides a discretionary investment management service for individuals, trusts, pension trustees or charities.

Financial planning
Our financial planning consultants review each client's strategy on an ongoing basis and evaluate potential adjustments in response to changes in legislation or the client's circumstances. 

Business insurance
Our consultants can advise your business on the most appropriate insurance solutions including shareholder protection, professional liability insurance and key person assurance.