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]
Individuals
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.
Investing to reach your financial goals
We value the importance of a personalised service and work with you to understand your priorities to create suitable and tailored strategies for your goals.
Easy to access
You can access our solutions through various structures including pensions, trusts and insurance policies. You can access all of our solutions in GBP, USD and EUR currency options.
Leave the day-to-day to us
Delegate the day-to-day management of your investments to our experienced team through our discretionary service. Our experts react quickly to market conditions in line with your requirements so you can leave the decisions about which investments to hold, buy or sell to us.
Suitable for all experience levels
Our services are suitable for inexperienced or first-time investors and more experienced investors who simply don’t wish to manage their own investments.
Experienced and trusted
With 30 years’ experience, Brooks Macdonald Group has won a variety of awards recognising our client and investment management services.
Our approach
Review
We carry out an in-depth review of your financial position, objectives and risk profile, working with you to understand your priorities to find a solution.
Recommend
We help establish the most tax-efficient structures to hold your investments, while considering all wealth protection needs. This may involve consideration of offshore investment bonds, investment companies and pensions. We then recommend an appropriate strategic asset allocation.
Monitor
We closely monitor investments and continually evaluate their suitability based on your objectives and risk profile. This includes regular reporting with clear, detailed analysis. We regularly review any changes in your circumstances and advise you accordingly.
Our insights
Where to start
Request a callback
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.
Contact us
Jersey office
Email: [email protected] tel: +44 (0) 1534 715 555
Guernsey office
Email: [email protected] tel: 44 (0) 1481 815 555
Isle of Man Office
Email: [email protected] tel: +44 (0) 1624 831 320
Useful links
Our people
Meet our dedicated and experienced team of wealth management professionals.
How we can help you
Discover how we can support you through our comprehensive range of wealth management solutions.
Our services
Find out about our range of financial planning and investment management services.
