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Guiding Principles

Our values (we call them guiding principles) define our long-term strategy and how we serve our clients every day. We are a values-driven organisation, and our guiding principles have been a major force in shaping our firm.

Guiding principles diagram

Our beliefs

Our guiding principles
  • we do the right thing
  • we are connected
  • we care
  • we make a difference
More than paper-based ideologies

These are the basic beliefs that everyone in our business is expected to hold. They provide the principles that shape our actions and are essential to fulfilling our mission to build robust personal relationships that allow us to provide a high level of service to all of our partners and clients. We are dedicated to the highest professional standards and believe in acting with honesty, fairness and clarity in everything we do. 

Transparency and integrity

Our guiding principles are a powerful force to support our commitment to transparency and integrity. To make these principles more than just paper-based ideologies, our performance-management approach is centred around transparently linking employee goals to these beliefs and rewarding performance against them.

Collage illustration

We do the right thing

  • We are worthy of our clients', partners' and one another's trust
  • We act with integrity, honesty and fairness and we value diversity
  • We take responsibility for our actions and decisions
  • We deal with issues and tackle hard decisions head on

We are connected

  • We collaborate and work as one team to bring the best of Brooks Macdonald to all we do
  • We actively seek opportunities to learn from others and share our expertise
  • We actively listen and communicate with clarity
  • We look externally, challenge ourselves and are open to new ways of doing things

We care

  • Our clients, advisers and partners are at the heart of everything we do
  • We support our people to be the best they can be
  • We treat our clients, advisers, partners and each other with respect
  • We ask for help and we offer support to one another

We make a difference

  • We focus on delivering value for clients, advisers, partners and shareholders
  • We are ambitious and constantly strive to be the best at what we do
  • We innovate, learn from our actions and actively gather feedback to improve
  • We develop our skills and nurture our relationships to ensure we remain relevant

Where to start

Want to work at Brooks Macdonald?

Review our open opportunities and start a conversation about a future with Brooks Macdonald.

Get in touch

Call us on 0207 499 6424 or email us at [email protected]