Individuals and families
You've worked hard to build financial security. We help you protect it, grow it and plan for whatever comes next.
About us
Since 1991, Brooks Macdonald has been a trusted partner for individuals and financial advisers, providing a comprehensive range of innovative investment solutions to help clients achieve long-term success.
Our story
Brooks Macdonald is one of the UK's leading independent wealth managers. Founded in 1991 with a clear purpose of providing clients with wealth management driven by expertise, integrity and a genuine commitment to their long-term interests, we set out to do things differently from the start.
More than 35 years on, that founding purpose remains at the heart of everything we do. We bring together investment management, financial planning, insurance and specialist advice under one roof, serving individuals, families, businesses, charities and financial advisers across the UK. Today we a Main Market-listed wealth manager and our commitment to our clients has never wavered.
Our purpose
Realising ambitions, securing futures
Our purpose is to realise ambitions and secure futures by making a positive difference for our clients through the quality of our advice, the strength of our expertise and the way we work. We hold ourselves to high professional standards and act with honesty, fairness and clarity, giving clients confidence in an increasingly complex world. We are Brooks Macdonald.
Our company
Responsible business
Social, environmental and ethical considerations are central to the way we run our business. We aspire to go above and beyond to create a brighter future that will benefit all our stakeholders.
Stewardship
We take our responsibilities as an investor seriously. Find out how we integrate stewardship into our investment approach and decision making on behalf of our clients.
Careers
We are always looking for talented people who share our values. Build your career at one of the UK's leading wealth managers, with opportunities across investment management, financial planning and client services.
Our awards
Our commitment to quality is independently recognised across the industry.
2026 PAM NextGen Leaders
Priscilla Cheung
Charlie Witherspoon
VouchedFor
Top Rated Advice Firm, 2026
Brooks Financial
Defaqto Stars for Solutions
Bespoke Portfolio Service, Managed Portfolio Service and Platform Managed Portfolio Service
Our Executive Committee
Meet our experienced team
Our offices
Are you a financial adviser?
We partner with advisers to deliver expert investment management for your clients, so you can focus on what you do best.
Who we help
We provide tailored advice and support, built around your goals, today and for the future.
Business owners and entrepreneurs
From building your business to planning your exit, we provide expert financial planning that works as hard as you.
Charities and trustees
Specialist investment management and financial planning to help charities and trustees invest with confidence.
Sports professionals
Expert financial planning and insurance to protect your earnings and build lasting security.
Professional advisers
Integrated wealth management services for accountants, solicitors and professional advisers.
Explore our services
From discretionary investment management and independent financial planning to insurance, mortgages and specialist advice, we offer a comprehensive range of wealth management services built around your needs.
Your questions answered
Yes. Brooks Macdonald is a UK-focused wealth manager, working with UK individuals, families, charities and businesses.
Our advisers have deep experience of the UK financial landscape and tailor advice within the context of UK rules, allowances and regulations. This includes understanding areas such as UK inheritance planning considerations, the impact of UK thresholds and benefits, the regulatory environment for charities, and the issues faced by UK business owners and entrepreneurs.
While we do not provide specialist tax advice, our guidance is designed to work alongside the UK tax system and we regularly collaborate with clients’ professional advisers, such as accountants and solicitors, to ensure a joined-up approach.
Yes, we are a UK-focused wealth manager with transparent fees and we are also regulated by the FCA. We believe clients should always understand what they are paying and what they receive in return.
Our fees are clearly explained upfront, in writing, before you make any decisions. There are no hidden charges, and we regularly review fees to ensure they remain fair and appropriate.
You may benefit if you:
- Want a clear long-term financial plan to help guide decisions in the near future
- Are going through a life change such as family planning, selling your business, or planning for retirement.
- Feel uncertain about investments or retirement
- Have tax or estate planning needs
- Want professional guidance as your circumstances change
Our free, no-obligation initial consultation can help identify whether advice would add value for you.
All reputable wealth managers in the UK are authorised and regulated by the Financial Conduct Authority (FCA). You can check any firm or adviser on the Financial Services Register using their firm reference number (FRN).
We are FCA-regulated, which means we must meet strict standards around advice quality, transparency, and client protection.
Our insights
Start your journey with Brooks Macdonald
Request a callback
We'll reach out to learn about your circumstances, goals and financial needs. Use the link below to request a no-obligation conversation.
Contact us
Call us on: 020 7499 6424
or email us at: [email protected]