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Services and funds

We're proud to offer a comprehensive service for clients who require wider planning around their investments, focusing also on financial protection and pensions.                                                                                           

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Finding the right solution for you

We take the time to understand your financial position to develop solutions that help you and your family plan for the future. We create strategies to meet individual goals and aspirations, considering tax status, investment timeframe and risk profile. You can invest in multiple currencies and access our solutions through various structures such as pensions, trusts and insurance policies.

Delegate the day-to-day management of your investments to our dedicated team of investment professionals. Our discretionary investment solutions are built to suit your individual requirements, meaning you don’t need to worry about which investments to hold or when to buy or sell assets, we react quickly to market conditions and take care of this for you.

Our solutions are based on impartial advice and focus on:

Financial protection

Including inheritance planning, life assurance and family income benefit.

Pensions

Personal, company, drawdown and income in retirement planning.

Investments

Suitability and risk profiling, tax planning solutions.

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International Funds

Whether you need a risk-based fund or an objective-oriented fund that generates income, with Brooks Macdonald you can benefit from a clear, explainable investment process, backed up by a compelling track record of strong returns.

Brooks Macdonald’s International funds range comprises the risk-based Multi-Strategy Funds (MSFs) and the objective-based fixed-income International Investment Funds (IIFs).

Both the MSFs and the IIFs offer daily dealing, low entry requirements and easy access through major international pension providers, life wrappers and platforms.

International Investment Funds

For investors following an objective-oriented approach, our three Fixed Income International Investment Funds (IIFs) leverage the full expertise of our asset allocation committee, investment committee and each of our specialist sector research teams.

International Multi Strategy Funds

Our five Multi Strategy Funds (MSFs) are mapped against a range of risk profiles, enabling investors to choose the one that best matches their investment objectives and attitude to risk.

Existing client contacts

For queries regarding your existing investment, to top-ups, place a dealing instruction, or to sign up to The Investor Portal, get in touch with our customer services team, JTC Fund Solutions, using the contact details below. Please have your portfolio number to hand when calling.

Freephone (UK & Channel Islands Residents Only): +44 (0) 800 735 8000
Non-Free Phone / International Number: +44 (0) 1534 700 104
Fax: +44 (0) 1534 700 114
Email Address: [email protected]
Postal address: The Administrator, PO Box 12984, DUNMOW, CM6 9DQ

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Where to start

Make an enquiry

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.

Get in touch

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 experienced team of investment professionals. 

Discover our documents

Browse our guides, factsheets, application forms and reports. 

Insights

Keep up-to-date with what’s happening at Brooks Macdonald.