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
Professional advisers
With a dedicated wealth manager who will get to know you and your clients, 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 aim to formulate a tailored strategy to help preserve and grow your clients’ wealth, keeping them informed every step of the way.
Our services
We work alongside accountants, solicitors and other professional advisers as a trusted partner. Through understanding and collaboration, we provide integrated wealth management for your clients, removing burdens and supporting your growth every step of the way.
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.
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.
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.
Charity services
We help charities invest with confidence, with specialist knowledge of charity regulation, trustee obligations and the requirements of the Trustee Act 2000.
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.
Want to discuss your clients' needs?
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 clients’ 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.
Our insights
Our Executive Committee
Meet our experienced team
Learn more about Brooks Macdonald
Ready to work with us?
Request an consultation
One of our team will be in touch at a time that suits you, with no obligation.
Speak to an adviser
Call us on: 020 7499 6424
or email us at: [email protected]