Brooks Macdonald
Brooks Macdonald (BM) was originally formed with the desire to do things differently, an ethos that continues to influence the way they do business today. For over 30 years they have been helping people realise their ambitions and aiming to secure their future.
BM's wealth management service combines financial planning and investment management to help meet your goals. Their aim is to help you build, manage and protect your wealth, guiding you through the key financial decisions you will need to make during your lifetime.
BM is dedicated to the highest professional standards and understand how crucial it is to have trusted, expert guidance available when you need it. Located across the UK, their dedicated and experienced team focuses on making the complex simple, giving you clarity when it comes to your wealth.
BM are always on hand to help and any initial discussion would always be free and without obligation.
Asset under management
£16.9 billionEstablished
1991Employees
514Private client
80Min. Account size
£250k
Financial Planning
Brooks Macdonald's financial planners will work with you to understand what is important in your life. That may be providing for future generations, saving for a key milestone or investing for social good. They will discuss and agree the best way to achieve your goals by creating a financial plan based around you and your needs. Most importantly, they will guide you through the jargon and be there to support you and your family to make sure you remain on track as life changes.
The best thing they can offer is confidence: the feeling that you do not need to worry about your money because someone else is looking after it for you, which frees you to devote more time to focus on other things that matter most to you.
It’s never too late, or too early, to plan your financial future. What is important is creating a financial plan that will support you for the long term.
Investment Management
Managing investments can be challenging and time-consuming, especially during volatile periods, but their team of investment managers has extensive experience to help cut through the complex. Brooks Macdonald will manage your investments to help you achieve your goals and will recommend a portfolio of different investments suited to your needs and risk appetite, designed to make the most of your assets.
Their investment managers will make investment decisions on your behalf. Using their centralised investment process, which ensures that each client’s investment portfolio leverages the broad and varied expertise of our asset allocation committee, investment committee and specialist sector research teams, BM can provide reassurance that your portfolio is constantly monitored by qualified professionals.
Investing money makes it work harder than cash savings. Brooks Macdonald will keep you focused on your long-term plan and manage your investments with tax, budgets and personal circumstances in mind.
Start the journey to your financial well-being
