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]
Growing your wealth
Leverage our decades of experience in wealth management, providing financial planning and investment management services, to make the most of your money.
Trust us to boost your finances
Investing money makes it work harder than cash savings. Due to inflation, money in the bank loses value over time, so let our wealth managers create a plan that works with the market to help grow your money.
An expert adviser
You’ll be assigned a personal wealth manager to find the right investment products aligned to your financial situation, personal circumstances and attitude to risk.
A diverse financial plan
There’s no single way to generate wealth. That’s why we’ll devise a diversified strategy across a range of different investment solutions and vehicles to help you navigate and make the most of the ups and downs of the market.
Investment management
Creating a balanced portfolio is just the start of your financial journey. We’ll constantly monitor your investments and adjust your portfolio, accordingly, giving you the comfort that the right people are always on top of your finances.
Why Brooks Macdonald?
Investing doesn’t need to be difficult, with the expert guidance and the insight of our investment management teams, Brooks Macdonald can help your money grow.
A very personal plan
Your personal wealth manager will work with our research and investment experts to create an individual strategy that fits your current financial position, your investing ambitions, and the lifestyle you want to achieve.
Regular reviews
When investing, you want to understand how your money is performing. That’s why you’ll get 24/7 online access to your account, plus quarterly valuations. As we value face-to-face conversations, we’ll meet in person for a full review every year, or when you require.
Old values, new methods
Strong personal relationships, enhanced by technology, are the foundation of our success. That’s why your investments are overseen by our research and investment management teams, who use every tool at their disposal to create a tailored plan that’s right for you.
Keeping an eye on tax
Individual and family tax positions are unique and only by really understanding your situation can we really help to ensure you’re not paying more tax than you need to. This can be as complex as using a private OEIC or as mainstream as an ISA or pension contributions.
Your questions answered
Can’t find what you need here? Our FAQs may provide the answer to your queries.
Why should I invest?
Why should I invest?
Investing money makes it work harder than cash savings. It also helps to counter the effects of inflation which could reduce the buying power of your money over time as the cost of living increases. You can also think about how to invest money in ways that will support particular passions and causes you feel strongly about, such as the environment or the arts.
How do you invest on my behalf?
How do you invest on my behalf?
We are discretionary investment managers. This means that, with your permission, we’ll make investment decisions on your behalf. We’ll buy and sell holdings in your portfolio in line with how much risk you’re prepared to take and with the objective of making a return. Using discretionary investment managers like us gives you reassurance that your portfolio is constantly monitored by qualified professionals.
What is tax-efficient investing?
What is tax-efficient investing?
Tax-efficient investing covers the many ways you can use your annual tax allowances and tax-efficient vehicles like ISAs and pensions to make sure you’re not paying more tax than you need to. This can have a significant impact on your long-term returns.
I have received an inheritance, can you help me?
I have received an inheritance, can you help me?
We can help with both the tax planning and investment side of receiving an inheritance. We’ll take the time to understand what you might wish to do with your inheritance, both immediately and for the long term.
How does a pension work?
How does a pension work?
A pension is an invested pot of money built up over time to provide you with income in later life. Tax relief is available on the cash you pay in, making pensions a very efficient way of saving for retirement. Any growth on your investments is tax free and you can also withdraw a tax-free lump sum when you’re 55. Pensions can be complex - it’s our job to explain your options.
Should I pay off debt before investing?
Should I pay off debt before investing?
As a general rule of thumb, it’s usually better to pay off your debts before you start investing. By paying off any debt, you eliminate the drain on your finances that is lost to high interest rates. A financial adviser can discuss the best approach for you, taking into account your financial goals, your plan, interest-rate expectations and returns from your investments. Our team of financial advisers can work with you to form an approach.
Important information
Brooks Macdonald does not provide tax advice and independent professional advice should be sought. Tax treatment depends on individual circumstances and may be subject to change in the future.
Our insights
Request an initial consultation
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.
Get in touch
Call us on 020 7659 5881 or email us at [email protected]
