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Individuals

Your future, our expertise

We help manage, protect and grow your wealth with our individual investing and financial planning services.

Investing to reach your financial goals

We value the importance of a personalised service and work with you to understand your priorities to create suitable and tailored strategies for your goals.

Easy to access

You can access our solutions through various structures including pensions, trusts and insurance policies. You can access all of our solutions in GBP, USD and EUR currency options.

Leave the day-to-day to us

Delegate the day-to-day management of your investments to our experienced team through our discretionary service. Our experts react quickly to market conditions in line with your requirements so you can leave the decisions about which investments to hold, buy or sell to us.

Suitable for all experience levels

Our services are suitable for inexperienced or first-time investors and more experienced investors who simply don’t wish to manage their own investments.

Experienced and trusted

With 30 years’ experience, Brooks Macdonald Group has won a variety of awards recognising our client and investment management services.

Our approach

Review

We carry out an in-depth review of your financial position, objectives and risk profile, working with you to understand your priorities to find a solution.

Recommend

We help establish the most tax-efficient structures to hold your investments, while considering all wealth protection needs. This may involve consideration of offshore investment bonds, investment companies and pensions. We then recommend an appropriate strategic asset allocation.

Monitor

We closely monitor investments and continually evaluate their suitability based on your objectives and risk profile. This includes regular reporting with clear, detailed analysis. We regularly review any changes in your circumstances and advise you accordingly.

Where to start

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

Jersey office
Email: [email protected] tel: +44 (0) 1534 715 555

Guernsey office
Email: [email protected] tel: 44 (0) 1481 815 555

Isle of Man Office
Email: [email protected]  tel: +44 (0) 1624 831 320

Useful links

Our people

Meet our dedicated and experienced team of wealth management professionals. 

How we can help you

Discover how we can support you through our comprehensive range of wealth management solutions.

Our services

Find out about our range of financial planning and investment management services.