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Financial Advisers

Investments that work harder for your clients

Discover how we partner with you to aim for positive outcomes for your clients.

The Brooks Macdonald difference

We understand that your relationships with your clients are invaluable and that you are looking for a trusted partner to provide investment services which deliver value for them. 

How we do it

We combine experience, innovation and transparency to help your clients achieve their financial goals.

Strength of diversification

We offer a range of diversified investment solutions to meet your clients’ varying needs throughout their investment journey. From managed portfolio services and funds to bespoke portfolio management, our broad investment proposition is underpinned by our unique Centralised Investment Process. 

Transparent outcomes

You and your clients are looking for transparency. That’s why you’ll be able to see what we invest in and how it could benefit your client.

Experience pays off

We have worked in partnership with financial advisers since 1991. Today, our 60+ investment experts are dedicated to going the extra mile to craft investment solutions to help your clients invest for the futures they want.

Power of partnership

By partnering with us, you can leverage the investment expertise of our team and focus your time on the important task of advising your clients.

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For a Clearer Financial Future

Our Client Investing Guide gives investors an overview of the investment services available from Brooks Macdonald. It's designed to support investors make informed decisions when considering their financial futures.

Cover of 'For a Clearer Financial Future' Client Investing Guide

Where to start

Request a callback

Looking for new portfolio ideas and a fresh approach to investing? Use the link below.

Contact us

Call us on 020 7499 6424
or email us at [email protected]

Useful links

Our people

Meet our experienced team of investment professionals.

Managed Portfolio Service

Let us take control with an expertly managed, multi-asset solution.

Bespoke Portfolio Service

Discover a tailored, cost-effective strategy for clients with more complex needs.