Brooks Macdonald Group

Brooks Macdonald Group plc provides wealth management and financial planning services through its subsidiaries in the United Kingdom. Its clients include private individuals, trusts, charities, and pension funds. The company offers financial planning advisory services such as personal financial planning, life insurance, employee benefits, mortgage advice, tax guidance, estate planning, high-value insurance, and charity services. It also provides investment management, including bespoke portfolio services, managed portfolio services, alternative investment market portfolio services, multi-asset funds, and Brooks Macdonald investment solutions. Founded in 1991, the company is headquartered in London, the United Kingdom.