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]
Professional Connections
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?
We understand the importance of providing comprehensive wealth management solutions to your clients. We consider their circumstances to create a plan to help manage their wealth, covering their needs now and for the future they want.
All together now
Our integrated wealth management service combines our investment management and financial planning expertise, giving your clients clarity about their wealth. We provide an easy-to-understand, holistic financial plan to help make their money work for them.
For every stage of life
Whether your clients are looking to grow their wealth mid-career, invest following a large sum, make the most of retirement, or leave a legacy to the next generation, we’re here to guide them every step of the way.
A trusted partnership
Brooks Macdonald has been helping individuals plan for their financial futures for over 30 years, building long-term relationships based on trust and shared values. Our extensive experience and commitment to personalised service extend to professional partners, allowing you to offer your clients a high level of expert support.
Tailored to you
There’s no such thing as a one-size-fits-all approach at Brooks Macdonald. That’s why, before we do anything, we’ll get to know you and your clients, understand their aspirations and needs, and build a plan tailored to their specific circumstances.
Our insights
Where to start
Interested, let’s talk
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
Contact us on
Jersey: +44 (0) 1534 715 555
Guernsey: +44 (0) 1481 815 555
Isle of Man: +44 (0) 1624 831 320,
or email as at [email protected]
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 and your clients through our comprehensive range of wealth management solutions.
