Business owners and entrepreneurs
From building your business to planning your exit, we provide expert financial planning that works as hard as you.
Wealth management for
Individuals and families
Whatever life brings, we'll help you make the most of it.
Here for every stage of life
Whether you're just starting your investment journey, building your wealth or looking after the people and things that matter most, we're here to help.
At Brooks Macdonald, we take the time to understand what's important to you and create a personalised wealth management plan that can grow and evolve with you.
Our services
We offer a comprehensive range of services to help you protect and grow your wealth, plan for the future and look after the people you care about.
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
From high value home and contents insurance to commercial cover, Brooks Insurance helps you to find the right level of protection at the right price, making sure you and the things you care about are properly covered.
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 can help find and arrange a deal that suits your circumstances.
Not sure which service is right for you?
Intergenerational wealth
Intergenerational wealth planning can help preserve your family’s financial legacy and ensure a smooth transfer to future generations.
By exploring your options, seeking expert advice, and aligning with your values, we can help you can build a lasting plan through estate strategies, smart investments, and education, helping to secure your family's future today.
Women and wealth
Investing on your own terms
Take control of your financial future with Brooks Macdonald, where we understand the specific challenges women face when investing. By ensuring you are heard, and your goals are prioritised, we can help you make informed investment decisions to help build lasting wealth.
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.
Professional advisers
Integrated wealth management services for accountants, solicitors and professional advisers.
Sports professionals
Expert financial planning and insurance to protect your earnings and build lasting security.
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]