Your future, our expertise

Our integrated wealth management service combines our investment and financial planning expertise, giving you clarity when it comes to your wealth, with an easy-to-understand, holistic financial plan to help make your money work for you. 

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.

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. 

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 tailored to you.