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 Advisers
FY24 Results
Today, we are pleased to announce our full year financial results for 2024, alongside the introduction of our redefined strategy focused on reigniting future growth. Our renewed strategy places a strong emphasis on delivering excellent client service, expanding our client base, and identifying opportunities to enhance scale and efficiency.
We also shared updates on the planned disposal of our International business and announced the appointment of our new CFO, Katherine Jones.
Services & Funds
The Brooks Macdonald difference
We understand that your relationships with your clients are invaluable and that you are looking for a trusted partner to provide investment services which deliver value for them.
How we do it
We combine experience, innovation and transparency to help your clients achieve their financial goals.
Strength of diversification
We offer a range of diversified investment solutions to meet your clients’ varying needs throughout their investment journey. From managed portfolio services and funds to bespoke portfolio management, our broad investment proposition is underpinned by our unique Centralised Investment Process.
Transparent outcomes
You and your clients are looking for transparency. That’s why you’ll be able to see what we invest in and how it could benefit your client.
Experience pays off
We have worked in partnership with financial advisers since 1991. Today, our 60+ investment experts are dedicated to going the extra mile to craft investment solutions to help your clients invest for the futures they want.
Power of partnership
By partnering with us, you can leverage the investment expertise of our team and focus your time on the important task of advising your clients.
For a Clearer Financial Future
For a Clearer Financial Future
Our Client Investing Guide gives investors an overview of the investment services available from Brooks Macdonald. It's designed to support investors make informed decisions when considering their financial futures.
Our insights
Where to start
Request a callback
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Contact us
Call us on 020 7499 6424 or email us at [email protected]
Useful links
Our people
Meet our experienced team of investment professionals.
Managed Portfolio Service
Let us take control with an expertly managed, multi-asset solution.
Bespoke Portfolio Service
Discover a tailored, cost-effective strategy for clients with more complex needs.
