Invest with Brooks Macdonald within ChatGPT

Explore your financial questions and connect with Brooks Macdonald through ChatGPT. Whether you’re selling your business, thinking about investing or planning for retirement, explore your next chapter with Invest with Brooks Macdonald in ChatGPT.

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What is Invest with Brooks Macdonald within ChatGPT?

Invest with Brooks Macdonald is our plugin within ChatGPT, where you can ask financial questions in your own words. The plugin guides you through a few simple questions about your priorities and goals and shares general information on the topics you’re exploring.

You can also learn more about our financial planning and investment management services, with the option to request a conversation with our team at any point.

Using AI

Three Steps to get started

Explore the plugin in ChatGPT

Open ChatGPT, go to Plugins, search for Invest with Brooks Macdonald and connect.

Tell us what matters to you

Start your message with “@Invest with Brooks Macdonald” and tell the plugin what you’d like to discuss. Follow the prompts to share your circumstances and aspirations.

Request a conversation with an adviser

If you’d like to speak to someone, you can submit an enquiry at any point.

Watch how the Plugin works

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Important information

Invest with Brooks Macdonald provides general educational information only. It does not give regulated financial, investment, tax or legal advice, assess risk or suitability, recommend portfolios, pension transfers or withdrawals, execute transactions, or decide which service is appropriate for you.

Start your journey with Brooks Macdonald

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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.

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Contact us

Call us on: 020 7499 6424
or email us at: [email protected]