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.
Why Brooks Macdonald?
Wherever you are – and wherever you want to be – we consider every aspect of your circumstances to put a plan in place to help manage your wealth, that covers you now and for the future you want.
All together now
Our integrated wealth management service combines our investment and financial planning expertise, giving you clarity when it comes to your wealth, with an easy-to-understand, holistic financial plan to help make your money work for you.
For every stage of life
Whether you’re looking to grow your wealth mid-career, invest following receiving a large sum, manage your pension to make the most of your retirement or leave a legacy to the next generation, we will guide you every step of the way.
Your trusted partner
At Brooks Macdonald, we have been helping individuals plan for their financial futures for over 30 years, building long-term relationships based on trust and shared values.
Tailored to you
There’s no such thing as a one-size-fits-all at Brooks Macdonald. That’s why before we do anything, we’ll get to know you, what’s important to you and your aspirations to build a plan tailored to you.
For a Clearer Financial Future
For a Clearer Financial Future
Our Client Investing Guide gives investors an overview of the investment services available from Brooks Macdonald. It's designed to support investors to make informed decisions when considering their financial futures.
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
Call us on 020 7659 5881 or email us at [email protected]
Useful links
Our people
Meet our dedicated and experienced team of wealth management professionals.
How we can help you
Learn how we will guide you through those important financial decisions.
Our services
Find out about our range of financial planning and investment management services.
