Hopes and dreams - We all have them. Looking after our family, our business, ourselves, preparing for retirement or taking care of the next generation. To turn your hopes and dreams into real plans for today and tomorrow, you need wealth and investment management experts.  

Brooks Macdonald is one of the UK’s leading wealth managers. Since 1991, we’ve been helping people fulfil their hopes and dreams. For us, focusing on you means delivering personal and quality service tailored to your needs with our broad range of products and propositions that aim to deliver good client outcomes and consistently strong performance.

For 35 years, Brooks Macdonald has been a trusted partner for individuals and families in the UK, providing a comprehensive range of innovative planning and investment solutions to help clients achieve long-term success.

Brooks Financial, our financial planning experts, partner with clients, listening to their needs, to provide tailored, whole-of-market, independent, and quality financial planning advice.

Services offered: Financial planning, pensions, retirement planning, business protection, estate planning, inheritance tax planning, employee benefits, insurances and mortgages.

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"At Brooks Macdonald and Brooks Financial, we understand that family businesses mean more. They represent personal dedication, a drive for excellence and a passion to make dreams come true. That’s why we partner with you, supporting your vision and your objectives for the success and stability of your business for today and tomorrow."

Martin Lindsey, Senior Financial Planning Director - Head of Advice