If you have any questions or would like to get in touch, submit a call back request and our team will contact you as soon as possible or call us on 020 7499 6424 or email us at [email protected]
Financial advice and planning
In an ever-changing world, a financial plan could provide a roadmap that’ll guide the way to your more prosperous future.
What is a financial plan?
A personal financial plan from Brooks Macdonald could help you achieve your long- and short-term financial goals: from saving for a property to funding your retirement or leaving a legacy for loved ones.
Understanding financial planning
A financial plan focuses on your finances, circumstances and aspirations – whether you’ve inherited a lump sum, looking to accumulate savings or are thinking about how to fund your retirement. We’ll create a personalised strategy that brings together different investments aligned to your attitude to risk.
Why you may need a plan
Uncertainty is a fact of life. A financial plan will help you to be clear about your goals and aspirations and the different ways in which you can achieve them.
Reviews and adjustments
Your plan is flexible. We’ll regularly monitor and review your plan to reflect any changes in your financial situation, or goals, in relation to any changes in market conditions. Our aim is to design a plan which evolves with you over time which can weather changing market conditions in the short term, aiming to provide growth in the long term.
What your planner does
To build a plan tailored to your personal circumstances, your Brooks Macdonald wealth manager will dedicate a large part of the planning process to understanding your circumstances, needs and aspirations, and appetite for risk. This information is used to select the optimal range of investment products to help meet your objectives.
The Brooks Macdonald difference
With 30 years of experience in financial planning and investment management, you can be confident your financial future is in safe hands, and we will:
Tailor our advice to your specific needs – and by setting financial milestones, you’ll be able to monitor your financial progress over time.
Explore how much risk you’re comfortable to take and ensure the investment solutions we recommend are aligned to your risk appetite.
Use the combined expertise of our 60+ dedicated investment professionals who have decades of industry experience.
Our insights
Where to start
Request an initial consultation
If you’d like to learn how we can help plan for the future you would want, click the button below and a member of our team will be back in touch to arrange a free consultation.
Get in touch
Call us on 020 7659 5881 or email us at [email protected]
