If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
Services
With a dedicated wealth manager who will get to know you and your clients, their circumstances and goals, Brooks Macdonald will formulate a plan to help them make the most of their money.
Inspired by your clients' aspirations
Backed by our expert teams of researchers and advisers, we’ll formulate a tailored strategy to help preserve and grow your clients’ wealth, keeping them informed every step of the way.
Services
Pension and retirement planning
Everybody has different retirement dreams. Help make sure your clients’ dreams turn into reality with a retirement plan that enables them to retire on their terms.
Financial advice and planning
The expertise of our in-house teams of researchers and investment professionals will be leveraged to create a bespoke plan with the aim of delivering financial security for your clients.
Growing your wealth
The expertise of our in-house teams of researchers and investment professionals will be leveraged to create a bespoke plan with the aim of delivering financial security for your clients.
Estate planning
If your clients want to leave a legacy to future generations, our team will help them make sure their loved ones are taken care of with a strategy that places them first.
Life-changing events
When life-changing events occur, such as receiving an inheritance or a lump sum, going through a divorce or selling a business, we’re here to successfully guide them through the financial consequences.
Protection from the unexpected
Those bolt-from-the-blue moments have a habit of arriving at the most inconvenient time. We’ll work with you to create a plan that aims to protect your clients should the unexpected occur.
Making the most of your clients' wealth
We’ll take the strain
Enjoy the peace of mind that Brooks Macdonald’s holistic, research-backed approach to wealth management delivers to your clients.
An integrated strategy
Our integrated wealth management service brings professional investment management and financial planning together in one place.
Experience pays off
For over 30 years, Brooks Macdonald has been helping people secure their financial futures – something only possible through the long-lasting personal relationships we create with our clients – and the expertise that drives our investment choices. This expertise, combined with our commitment to personalised service, extends to professional partners, allowing you to offer your clients a high level of expert support.
In it for the long term
Brooks Macdonald can help your clients plan their retirement or help them make the most of their current finances.
Tailored as standard
We don’t do one-size-fits-all. Instead, our wealth managers will get to know your clients’ ambitions, expectations and financial goals so we can tailor a long-term wealth management solution.
Where to start
Request a consultation
If you’d like to learn how we can help you and your clients plan for the future they desire, 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 0207 659 5881 or email us at [email protected]
