Individuals and families
You've worked hard to build financial security. We help you protect it, grow it and plan for whatever comes next.
We offer a comprehensive range of services built around the specific financial needs of professional athletes, from investment management and financial planning to insurance and mortgages.
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.
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.
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.
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.
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.
At Brooks Macdonald, we take the time to get to know you, your family and what matters most — then build a plan around you.

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.

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.

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.
We provide tailored advice and support, built around your goals, today and for the future.

You've worked hard to build financial security. We help you protect it, grow it and plan for whatever comes next.

From building your business to planning your exit, we provide expert financial planning that works as hard as you.

Specialist investment management and financial planning to help charities and trustees invest with confidence.

Integrated wealth management services for accountants, solicitors and professional advisers.
We'll reach out to learn about your circumstances, goals and financial needs. Use the link below to request a no-obligation conversation.
Call us on: 020 7499 6424
or email us at: [email protected]