Our investment solutions
Our Cardiff office offers investment management services to private clients, trusts and corporates via their independent financial advisers throughout Wales.
The office is home to a dedicated team of investment professionals with more than 50 years of combined experience. The team fully understands the necessity for a client to receive sound, independent, financial advice. We provide a range of investment services including:
- Bespoke Portfolio Service (BPS)
- Alternative Investment Management (AIM) Portfolio Service
- Managed Portfolio Service (MPS)
- 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.
Brooks Financial
Brooks Financial is part of Brooks Macdonald and brings together our in-house and acquired financial planning businesses under one brand. As a whole-of-market financial planning business, Brooks Financial offers independent advice from our team of highly qualified advisers.
Whether you are just starting on your investment journey, are building your wealth, or simply want to look after the people and things that matter the most (such as your family, your business, or your charity), Brooks Financial can help you be ready for whatever life may bring.
Parking
There’s onsite parking available (marked no.3)
Public Transport
The office is located approximately 5 miles North West from the centre of Cardiff