If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424
or email us at [email protected]
Why Brooks Macdonald?
At Brooks Macdonald, our aim is to enhance your wealth through our financial planning and investment management services.
A trusted partner
If you’re looking to make your money work harder, Brooks Macdonald could be your trusted wealth partner. Here’s why:
- A friendly, personal approach that places long-lasting client relationships at the heart of our business.
- Over 30 years of experience in wealth management, financial planning and investment management with £17bn* of funds under management.
- Centralised, research-backed investment process with 60+ investment managers dedicated to helping secure the best outcomes for our clients. Including tailored portfolios targeting your specific needs.
- Expertise in a broad range of financial products and services, so there’s always a strategy for you.
- The flexibility to create a financial plan for people in work, those planning retirement and retirees looking to make the most of their freedom.
*As at 30 June 2024
A partner you can rely on
Whatever your circumstances, and wherever you want to be, we’ll work with you to create a financial plan that aligns with your aspirations and values.
An integrated approach
Bringing together professional investment management with financial planning gives you an integrated, all-round perspective of your finances.
Your personal adviser
When you partner with us, you’ll work with a dedicated personal wealth manager who will guide you through the entire process, ensuring you’re happy every step of the way.
Tailored to you
Everyone’s financial priorities are different. So, after spending time to develop a thorough understanding of your goals, we will begin to outline a wealth strategy, and we’ll keep you informed throughout.
We make it easy
We place flexibility and approachability front and centre, so you can chat to us face to face or on a call or video call. At all times you will be able to monitor your portfolio’s progress through our formal reviews and via our online portal.
Meet our experienced team
Meet our experienced team
What you'll receive from the partnership
You’ll have a dedicated wealth manager that will partner with you every step of the way. And financial planning is just the first step. We can integrate this with tax planning, investment advice, estate planning and other services to help you achieve your financial goals.
What does a partnership look like?
We take a holistic view, and we can look at your overall situation, not just the assets we advise on. We will plan what action to take to help meet your goals and explain the benefits and risks of any planned course of action. And it doesn’t stop there, we will track progress towards your goals, and review it with you regularly, adjusting those plans if the unexpected happens.
Where to start
Request a consultation
If you’d like to learn how we can help plan for the future you would want, click the button below and a member of our team will be back in touch to arrange a free consultation.
Contact us
Call us on 020 7659 5881 or email us at [email protected]
Useful links
What is wealth management?
Learn how Brooks Macdonald’s wealth management service helps you to achieve your financial goals.
Services for individuals
Discover the benefits individuals enjoy from Brooks Macdonald’s services.
