Exeter

Welcome to Brooks Macdonald Exeter

"Our Exeter office works closely with our offices in Cheltenham and Wales to offer investment management services across the South West. This relationship ensures we have a greater depth of knowledge to meet a range of client needs and allows us to offer a personal local service to our clients.

Brooks Macdonald Exeter at Broadwalk House is in the heart of the central business district for Exeter. The city's location in Devon is surrounded by miles of countryside and close to the World Heritage Jurassic Coast.

The Exeter office opened in 2021, having moved from Taunton. If you believe we can assist you with investment related matters, then please do get in touch with one of the team. Our experienced and welcoming team has a strong presence throughout the South West serving Cornwall, Devon and Somerset, and we look forward to welcoming you to our new office soon."

John Sadgrove - Investment Director and Investment Team Head, Exeter

Our investment solutions

We provide a range of investment services including:

• Bespoke Portfolio Service (BPS)
• Alternative Investment Market (AIM) Portfolio Service
• Managed Portfolio Service (MPS) 
• Multi-Asset Funds (MAF)

Our Investment Managers follow a centralised process to ensure that the principles of our investment philosophy are reflected in all client portfolios, across all of our offices.