Individuals and families
You've worked hard to build financial security. We help you protect it, grow it and plan for whatever comes next.
Brooks Financial
Financial advice and planning
Whole-of-market financial planning offering independent advice of the highest standard. With a dedicated adviser who will get to know you, your circumstances and your aspirations. Brooks Financial will formulate a plan to achieve the goals that are important to you.
Independent financial planning built around you
Brooks Financial is part of Brooks Macdonald, bringing together our in-house and acquired financial planning businesses under one brand.
As a whole-of-market financial planning business, Brooks Financial offers independent advice from a team of highly qualified advisers with access to the full range of products and solutions available across the market.
Here for every stage of life
Whether you are just starting your investment journey, building your wealth or looking after the people and things that matter most, financial planning can help you feel confident and prepared for whatever life may bring.
Your dedicated Brooks Financial adviser will take the time to understand your goals, your circumstances and your aspirations, then build a plan tailored specifically to you. Whether it is financial security, retirement planning, protection or succession planning, we have the experience and the expertise to help you get there.
What we offer
Estate planning
Planning for your legacy is an essential part of securing your financial future. Our estate planning service helps you create a tax-efficient plan so your wealth is passed on to the people and causes that matter most to you.
Pensions and retirement planning
Let us help create a flexible financial plan to make the most of your golden years. Supporting you to achieve what you want to achieve.
Life-changing events
Life can bring unexpected changes, some challenging and some presenting new opportunities. Whether it is a divorce, a sudden inheritance or selling your business, our advisers can help you navigate these moments with confidence.
Protection from the unexpected
Nobody can predict the future, but we can help you prepare for it. We will work with you to put the right protection in place so that if the unexpected happens, you and the people you care about are properly looked after.
Not sure where to start?
Why choose Brooks Financial
With Brooks Financial, you benefit from decades of experience in independent financial planning and a level of personal service that puts your needs first.
Independent whole-of-market advice
As whole-of-market advisers, we are not tied to any product provider or investment house. That means every recommendation we make is based entirely on what is right for you, with access to the full range of solutions available across the market.
A personalised plan built around you
There is no one-size-fits-all approach at Brooks Financial. Before we do anything, we take the time to understand your goals, your circumstances and what matters most to you, then build a financial plan that is tailored specifically to your situation.
Regular reviews
Your life changes and your financial plan should change with it. We carry out regular reviews to make sure your plan remains on track and adapts to reflect your evolving circumstances and goals.
Dedicated support
You will have a dedicated Brooks Financial adviser who takes the time to understand your full financial picture and is on hand whenever you need them. We are here for the long term, not just the initial conversation.
Client testimonials
Your future, our expertise
Who we help
We provide tailored advice and support, built around your goals, today and for the future.
Business owners and entrepreneurs
From building your business to planning your exit, we provide expert financial planning that works as hard as you.
Charities and trustees
Specialist investment management and financial planning to help charities and trustees invest with confidence.
Sports professionals
Expert financial planning and insurance to protect your earnings and build lasting security.
Professional advisers
Integrated wealth management services for accountants, solicitors and professional advisers.
Our insights
Our Executive Committee
Meet our experienced team
Learn more about Brooks Macdonald
Start your journey with Brooks Macdonald
Request a callback
We'll reach out to learn about your circumstances, goals and financial needs. Use the link below to request a no-obligation conversation.
Contact us
Call us on: 020 7499 6424
or email us at: [email protected]