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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.

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. 

All together now

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. 

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 trusted partner

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 tailored to you.

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For a Clearer Financial Future

Our Client Investing Guide gives investors an overview of the investment services available from Brooks Macdonald. It's designed to support investors to make informed decisions when considering their financial futures.

Cover of 'For a Clearer Financial Future' Client Investing Guide

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

Call us on 020 7659 5881 
or email us at [email protected]

 

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Our people

Meet our dedicated and experienced team of wealth management professionals. 

How we can help you

Learn how we will guide you through those important financial decisions.

Our services

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