Individuals and families
You've worked hard to build financial security. We help you protect it, grow it and plan for whatever comes next.
Services
From independent financial planning and discretionary investment management to insurance, mortgages and specialist advice, we offer a comprehensive range of wealth management services built around your needs.
Everything you need, in one place
Brooks Macdonald is one of the UK's leading independent wealth managers, with 16 offices across the UK and over 35 years of experience.
We bring together discretionary investment management and independent financial planning in one place, so your investments and financial plan always work together. FCA regulated, transparent fees, and trusted with over £20bn in client assets.
Our services
From independent financial planning and discretionary investment management to insurance, mortgages and specialist advice, everything you need, under one roof. Our experts help you understand your portfolio, track performance and make confident investment decisions, with transparent fees and no hidden costs.
Financial advice and planning
Brooks Financial, our specialist financial planning team, will work closely with you to create a plan built around what matters most, from managing your income and growing your wealth today to retirement planning, pensions and securing your family's future.
Investment management
We build and manage a portfolio tailored to your goals, with transparent fees, rigorous risk management and clear reporting so you always know how your investments are performing.
Private and commercial Insurance
Brooks Insurance, our specialist insurance team, works with a wide range of clients, finding the right level of cover at the right price. Whether personal or commercial, we can guide you toward the protection that fits your needs.
Employee benefits advice
Brooks Benefits is here to be your employee benefits department. Our team of trusted experts can manage every aspect of your employee benefits offer, helping you attract and retain the right people.
Mortgages
Brooks Mortgages, our specialist mortgage team, can help with high-value loans, second homes, buy-to-lets or complex income structures. We deal with situations like these every day, so we aim to find and arrange a deal that suits your circumstances.
Charity services
We help charities invest with confidence, with specialist knowledge of charity regulation, trustee obligations and the requirements of the Trustee Act 2000.
Personal injury and Court of Protection advice
Specialist independent financial advice for individuals and trustees in Personal Injury and Court of Protection cases, working closely with solicitors and legal teams to support those who have suffered serious injury.
Financial advice for sports professionals
Expert financial planning and wealth management for professional athletes, from the start of your career to long after it ends, with specialist advice on income protection, tax planning and long-term financial security.
Why choose Brooks Macdonald
With Brooks Financial, you benefit from decades of experience in pensions and investing, and a level of personal service that prioritises your needs.
Planning
Backed by our in-house team of financial and investment experts, we’ll create a personalised pension strategy based on your circumstances and goals and set out how you can save for retirement tax-efficiently.
Regular reviews
Circumstances can change during retirement: You might have to pay for the care of elderly parents or consider downsizing your property. Our regular reviews help us tweak your pensions, savings, and investments if your circumstances change.
Investments
By taking a holistic view of your investments, we’ll be able to create a strategy that gives you an income while keeping an eye on assets, so wealth is generated over the long term.
Dedicated support
Your dedicated Brooks Financial adviser will help you understand your financial situation – from pensions to savings – and whether your finances are optimised for retirement.
Your future, our expertise
Who we help
We provide tailored advice and support, built around your goals, today and for the future.
Business owners and entrepreneurs
From building your business to planning your exit, we provide expert financial planning that works as hard as you.
Charities and trustees
Specialist investment management and financial planning to help charities and trustees invest with confidence.
Sports professionals
Expert financial planning and insurance to protect your earnings and build lasting security.
Client testimonials
Your questions answered
A trustworthy wealth manager should be:
- FCA regulated
- Transparent about fees and services
- Clear about risks and outcomes
- Qualified, experienced, and accountable
Brooks Macdonald has been and continues to be independently recognised with awards such as VouchedFor's Top Rated Adviser Firm and diamond and gold ratings from Defaqto for many investment solutions.
We offer a free, no-obligation financial health check for anyone interested in Brooks Macdonald as a wealth management partner.
Suitability is not just about wealth levels, it’s about aligning your financial plan to your goals and objectives, financially and beyond. A suitable adviser will:
- Take time to understand your goals and concerns
- Explain solutions in plain, simple language
- Offer advice tailored to your life stage and priorities
Our initial meetings are designed to help you assess whether the relationship feels right, with no obligation to proceed.
Clients value us for:
- Personal, relationship-led service that is tailored to you and you goals
- Clear and transparent fees and advice
- FCA regulation and high professional standards, as recognised by our awards and ratings
- Long-term planning, not short-term selling
Our goal is to be as a trusted financial partner through every stage of life.
Yes. Our specialist advisers have expertise in working with freelancers, professional athletes and professionals in the creative arts who often have fluctuating income. Our financial advisers can work with you to build a long-term plan takes the ebbs and flows of your income into account to help protect what you’ve earned and grow your wealth. Our team can also provide advice on business and shareholder protection and other insurance needs.
Yes. We work with families at every stage of life, helping them manage, grow and protect wealth across generations.
Our approach considers the long-term needs of families – from building wealth and planning for retirement, to supporting children, grandchildren and future beneficiaries. We help clients think through intergenerational objectives, estate planning considerations and how wealth can be structured and invested in a way that reflects the UK inheritance landscape, including inheritance tax (IHT) implications.
While we do not provide tax advice, we are a UK-focused wealth manager with our financial planning designed with the UK framework in mind and focuses on aligning investments, long-term goals and succession intentions. We often work alongside solicitors, accountants and other professional advisers to help families achieve a coordinated and well-considered outcome.
Our insights
Our Executive Committee
Meet our experienced team
Learn more about Brooks Macdonald
Start your journey with Brooks Macdonald
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.
Contact us
Call us on: 020 7499 6424
or email us at: [email protected]