Chartered Financial Planner
Sarah Maguire
Norwich – Brooks Financial
Brooks Macdonald is the Official Wealth Management Partner of BAFTA
Free financial health check
No matter where you are in your career, having an expert perspective on your financial plans can help provide clarity to your financial future.
We understand the ebbs and flows of industries like the arts, culture and sport, and know how life changes and fluctuating careers can affect your confidence in your financial strategies.
Brooks Macdonald is proud to offer BAFTA members a free financial review.
How we can help
Investments, pensions, retirement, insurance, mortgages - no matter the need.
Tailored financial advice, made just for you.
Financial advice and planning
Whether you’re a freelancer with fluctuating income, breaking through in the gaming industry or an established creative, your expert adviser will work with you to create an individual plan to protect what you’ve earned, support changes in your career and grow your wealth.
Investments
Whether you want to build a pension for retirement, save a deposit for a house or generate extra income, our discretionary investment investment services are driven by your investment needs, so we can build a portfolio that best achieves your financial goals.
Tax planning
We can integrate a range of mainstream strategies into your financial plan to structure your assets tax-efficiently, while also retaining flexibility to adapt to future changes. An effective tax strategy can protect your hard-earned wealth, aligned to your goals.
Private and commercial insurance
Our Insurance team works to protect you and your business to help save money while making sure you have the right level of cover.
Mortgages
Mortgages can be complex with high-value loans, second homes, buy-to-lets, or bonus income. We deal with situations like these daily, so we can find and arrange a deal that suits you.
Estate planning and intergenerational wealth
Our expert financial planners work with you to action a tax-efficient plan so loved ones can be supported in navigating challenges like Inheritance Tax and Capital Gains Tax.
Meet your dedicated BAFTA team
Featured article
How cash flow planning empowers women at every life stage
Find out how personalised cash flow planning can help navigate career breaks, caregiving, income gaps and retirement.
We are delighted to become BAFTA’s Official Wealth Management partner. Brooks Macdonald is dedicated to delivering the highest standards for our clients, BAFTA champions excellence in storytelling. Our fields of expertise may differ, but we are united to make a positive difference in what we do in communities across the UK.
Start your journey today
Get started with your dedicated BAFTA team, so we can support life's moments that matter most to you. Arrange a no-obligation, free financial health check, or email us to learn more at [email protected]