Individuals and families
You've worked hard to build financial security. We help you protect it, grow it and plan for whatever comes next.
Wealth management for
Business owners and entrepreneurs
From building your business to planning what comes next, we're here to help you make the most of what you've worked hard to create.
Your ambitions, our expertise
Running a business brings unique financial opportunities and unique complexity. Whether you're focused on growth, planning an exit or thinking about what comes after, your personal and business finances are often deeply intertwined.
At Brooks Macdonald, we understand that and will work with you to build a strategy that is designed to support your wealth at every stage.
Our services
We offer a comprehensive range of services tailored to the specific needs of business owners — from investment management and financial planning to insurance and specialist advice.
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.
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.
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.
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.
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.
Not sure which service is right for you?
Why choose Brooks Macdonald
At Brooks Macdonald, we take the time to get to know you, your family and what matters most — then build a plan around you.
A trusted partnership
We have been helping individuals and families across the UK plan for their financial futures since 1991. Many of our client relationships span generations — a reflection of the trust we work hard to earn and maintain.
Tailored to you
There is no such thing as a one-size-fits-all approach at Brooks Macdonald. Before we do anything, we take the time to understand your goals, your circumstances and the people you want to provide for — then build a plan that is right for you.
For every stage of life
Whether you are just starting your investment journey, building your wealth, planning for retirement or thinking about the next generation, we are here to guide you every step of the way.
Your future, our expertise
Who we help
We provide tailored advice and support, built around your goals, today and for the future.
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.
Professional advisers
Integrated wealth management services for accountants, solicitors and professional advisers.
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]