Wealth Director
Leanne Harvey
Cardiff
Women and wealth
Investing on your own terms - Unlock your potential and take control of your financial destiny with Brooks Macdonald, where we understand the specific challenges women face when investing. By overcoming these hurdles, we can help you make informed investment decisions to help build lasting wealth.
How we can help
Build a portfolio to match the life you love
Personalised advice
Receive tailored investment strategies that align with your financial goals, addressing challenges such as the gender pay gap, career interruptions, and longer life expectancy.
Expert insights
Benefit from the expertise of our seasoned wealth managers, who understand the unique needs of female investors.
Learning resources
Access a range of tools and content designed to help you make informed investment decisions, including strategies for managing pensions, planning for retirement, and navigating life changes like divorce.
Why choose us?
Helping you invest, grow and thrive
Women like you
You don't need a finance degree to grow your money, we'll help you understand the world of investing and the experts who can help you.
Investing where your heart is
There are many paths to building wealth. We'll help you write an investment story that aligns with your personal situation and values.
Our social purpose
We believe investing isn't a luxury, it's a nessesity, yet female investors are underrepresented. We're committed to removing the barriers that stop women building wealth.
Speak to a member of the team today
Our insights
The first step towards financial empowerment
If you'd like to learn more about how we can help you invest in your future, book a free, no-obligation conversation with one of our experts
Let's work together to help secure your financial future.