Q2 FUM Update and Intention to Move to the Main Market

Our integrated wealth management service combines our investment management and financial planning expertise, giving your clients clarity about their wealth. We provide an easy-to-understand, holistic financial plan to help make their money work for them.

Whether your clients are looking to grow their wealth mid-career, invest following a large sum, make the most of retirement, or leave a legacy to the next generation, we’re here to guide them every step of the way.

Brooks Macdonald has been helping individuals plan for their financial futures for over 30 years, building long-term relationships based on trust and shared values. Our extensive experience and commitment to personalised service extend to professional partners, allowing you to offer your clients a high level of expert support.

There’s no such thing as a one-size-fits-all approach at Brooks Macdonald. That’s why, before we do anything, we’ll get to know you and your clients, understand their aspirations and needs, and build a plan tailored to their specific circumstances.