The Brooks Macdonald group of companies provides personalised investment management, financial advice and related services to clients across the United Kingdom. The ultimate parent company of all companies within the group is Brooks Macdonald Group plc, a company incorporated and registered in England & Wales under company number 04402058, whose registered office is at 40 Leadenhall Street, London, EC3A 2BJ.
The shares of Brooks Macdonald Group plc are publicly traded upon the London Stock Exchange (“LSE”) and the company is not listed upon any other stock exchanges in the world. Brooks Macdonald Group plc is subject to the rules of the UK City Code on Takeovers and Mergers. All of the other companies within the group are wholly owned by Brooks Macdonald Group plc.
In addition to Brooks Macdonald Group plc, the group comprises of the following companies:
FCA regulated companies
The “Appointed Representatives” of LIFT-Financial Limited the following companies are each permitted to undertake activities that are regulated by the United Kingdom’s Financial Conduct Authority (“FCA”):
Company Name | Company Number | FCA Firm Reference Number | Registered Office Address | Trading Names Used |
|---|---|---|---|---|
Adroit Financial Planning Limited | 07980535 | 579324 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Financial Brooks Adroit |
Brooks Macdonald Asset Management Limited | 03417519 | 184918 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Macdonald Brooks Financial |
CST Wealth Management Limited | 08428756 | 602496 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Financial |
Integrity Wealth Solutions Limited | 08462446 | 599257 | 40 Leadenhall Street, London, EC3A 2BJ | N/A. |
LIFT-Advice Ltd | 07536545 | 623947 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Financial |
LIFT-Financial Ltd | 06281244 | 471394 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Financial Brooks Insurance Brokers LIFT-Lite LIFT-Life LIFT-Workwise LIFT-Invest LIFT-Mortgages LIFT-Tax Mortgage Advice 4U |
LIFT-Invest Limited | 10144705 | 758465 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Invest LIFT-Invest |
Lucas Fettes and Partners (Financial Services) Limited | 00991377 | 146279 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Financial Lucas Fettes Financial Planning |
You can find more information about the regulated activities that each of the above companies is permitted to undertake via the FCA register, here.
The “Appointed Representatives” of LIFT-Financial Limited
The following companies are “Appointed Representatives” of LIFT-Financial Limited, a company within our group that is regulated by the FCA. This means that each of these companies can carry out certain regulated activities on behalf of LIFT-Financial Limited and that LIFT-Financial Limited is responsible for those activities.
Company Name | Company Number | FCA Firm Reference Number | Registered Office Address | Trading Names Used |
|---|---|---|---|---|
LIFT-Insurance Limited | 08004905 | 579105 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Insurance Brokers |
LIFT-Mortgages Limited | 06717683 | 918840 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Mortgages |
LIFT-Sport Limited | 06943814 | 513543 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Sport |
LIFT-Workwise Limited | 06844775 | 950678 | 40 Leadenhall Street, London, EC3A 2BJ | Brooks Benefits |
You can find more information about the regulated activities that each of the above companies may undertake on behalf of LIFT-Financial Limited via the FCA register, here.
Other companies within our group
The following companies also form part of our group but they do not undertake regulated activities in any capacity. In some instances, the companies provide ancillary services to our group or else to other third-parties.
Company Name | Company Number | Registered Office Address |
|---|---|---|
Braemar Group Limited | 05084921 | 40 Leadenhall Street, London, EC3A 2BJ |
Brooks Macdonald Financial Consulting Limited | 02621847 | 40 Leadenhall Street, London, EC3A 2BJ |
Brooks Macdonald Funds Limited | 05730097 | 40 Leadenhall Street, London, EC3A 2BJ |
Brooks Macdonald Nominees Limited | 05620868 | 40 Leadenhall Street, London, EC3A 2BJ |
Cornelian Asset Managers Group Limited | SC206837 | Hobart House, 80 Hanover Street, Edinburgh, Scotland, EH2 1EL |
Cornelian Asset Managers Limited | SC113646 | Hobart House, 80 Hanover Street, Edinburgh, Scotland, EH2 1EL |
Cornelian Asset Managers Nominees Limited | SC215947 | Hobart House, 80 Hanover Street, Edinburgh, Scotland, EH2 1EL |
Integrity Wealth Bidco Limited | 11688236 | 40 Leadenhall Street, London, EC3A 2BJ |
Integrity Wealth (Holdings) Limited | 12261060 | 40 Leadenhall Street, London, EC3A 2BJ |
Levitas Investment Management Services Limited | 07692055 | 40 Leadenhall Street, London, EC3A 2BJ |
LIFT-Financial Group Ltd | 06281490 | 40 Leadenhall Street, London, EC3A 2BJ |
Lucas Fettes Holdings Limited | 10458431 | 40 Leadenhall Street, London, EC3A 2BJ |