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]
Services
With a dedicated wealth manager who’ll get to know you, your circumstances and your aspirations, Brooks Macdonald will formulate a plan to achieve the goals that are important to you.
Inspired by your aspirations
Backed by our expert teams of researchers and advisers, we’ll formulate a tailored strategy to help preserve and grow your wealth, keeping you informed every step of the way.
Services
Pension and retirement planning
Everybody has different retirement dreams. Make sure yours turns into reality with a retirement plan that enables you to retire on your terms.
Financial advice and planning
Your personal wealth manager will work closely with you to create an individual plan with the aim of delivering on what is important to you. Whether it is financial security, succession planning or any other goal you might have, we have the experience and the resources to help deliver on your goals.
Growing your wealth
We’ll tailor a portfolio of investments based on your income, personal circumstances and goals – with the aim of increasing your wealth over your lifetime.
Estate planning
If you want to leave a legacy to future generations, our team will help you make sure your loved ones are taken care of with a strategy that places them first.
Life-changing events
Sometimes unexpected life events arise so, whether you’ve received an inheritance or a lump sum, you’re going through a divorce or selling a business, we’re here to guide you.
Protection from the unexpected
Those bolt-from-the-blue moments have a habit of arriving at the most inconvenient time. We’ll work with you to create a plan that aims to protect you should the unexpected occur.
Making the most of your money
We’ll take the strain
Enjoy the peace of mind that Brooks Macdonald’s holistic, research-backed approach to wealth management delivers to our clients.
An integrated strategy
Our integrated wealth management service brings professional investment management and financial planning together in one place.
Experience pays off
For 30 years, Brooks Macdonald has been helping people secure their financial futures – something only possible through the long-lasting personal relationships we create with our clients – and the expertise that drives our investment choices.
In it for the long term
No matter how old you are or where you are in life, Brooks Macdonald can help you plan your retirement or help you make the most of your current finances.
Tailored as standard
We don’t do one-size-fits-all. Instead, your personal wealth manager will get to know your ambitions, expectations and financial goals so we can tailor a long-term wealth management solution.
Where to start
Request a consultation
If you’d like to learn how we can help you and your clients plan for the future they desire, 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]
