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]
Brooks Financial
Financial Planning
Financial Planning
Chartered, whole-of-market financial planning offering independent advice of the highest standard
Inspired by your aspirations
Brooks Financial brings together our in-house and acquired financial planning businesses under one brand. It reflects how much we’ve grown in this area and our ambition to make quality, independent advice accessible to more people across the UK.
As a chartered, whole-of-market financial planning business, Brooks Financial offers independent advice backed by our expert teams of researchers and advisers. We’ll formulate a tailored strategy to help preserve and grow your wealth, keeping you informed every step of the way.
Our services
Pension and retirement planning
Everybody has different retirement dreams. Make sure yours turns into reality with a retirement plan that enables you to retire on your terms.
Financial advice and planning
Your personal wealth manager will work closely with you to create an individual plan with the aim of delivering on what is important to you. Whether it is financial security, succession planning or any other goal you might have, we have the experience and the resources to help deliver on your goals.
Growing your wealth
We’ll tailor a portfolio of investments based on your income, personal circumstances and goals – with the aim of increasing your wealth over your lifetime.
Estate planning
If you want to leave a legacy to future generations, our team will help you make sure your loved ones are taken care of with a strategy that places them first.
Life-changing events
Sometimes unexpected life events arise so, whether you’ve received an inheritance or a lump sum, you’re going through a divorce or selling a business, we’re here to guide you.
Protection from the unexpected
Those bolt-from-the-blue moments have a habit of arriving at the most inconvenient time. We’ll work with you to create a plan that aims to protect you should the unexpected occur.
Factsheets and documents
You'll find our detailed guides, factsheets, application forms and reports here.
Why Brooks Macdonald?
Wherever you are – and wherever you want to be – we consider every aspect of your circumstances to put a plan in place to help manage your wealth, that covers you now and for the future you want.
A trusted partnership
At Brooks Macdonald, we have been helping individuals plan for their financial futures for over 30 years, building long-term relationships based on trust and shared values.
Tailored to you
There’s no such thing as a one-size-fits-all at Brooks Macdonald. That’s why before we do anything, we’ll get to know you, what’s important to you and your aspirations to build a plan that is tailored to you.
For every stage of life
Whether you’re looking to grow your wealth mid-career, invest following receiving a large sum, manage your pension to make the most of your retirement or leave a legacy to the next generation, we will guide you every step of the way.
Your future, our expertise
Our Executive Committee
Meet our experienced team
Learn more about Brooks Macdonald
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.
What you'll receive from the partnership
You’ll have a dedicated wealth manager to guide you through your financial journey. Financial planning is just the beginning. We can seamlessly integrate this with tax planning, investment advice, estate planning, and other services to help you achieve your financial goals.
We make it easy
We prioritise flexibility and accessibility, allowing you to connect with us face-to-face, over the phone, or via video call. You can always monitor your portfolio’s progress through our formal reviews and via our online portal.
What you'll receive from the partnership
You’ll have a dedicated wealth manager to guide you through your financial journey. Financial planning is just the beginning. We can seamlessly integrate this with tax planning, investment advice, estate planning, and other services to help you achieve your financial goals.
We make it easy
We prioritise flexibility and accessibility, allowing you to connect with us face-to-face, over the phone, or via video call. You can always monitor your portfolio’s progress through our formal reviews and via our online portal.
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.
Our insights
How to start your investment journey with Brooks Macdonald
Request a callback
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]