Our team has carefully reviewed Brooks Macdonald, a top UK wealth management firm. We looked at its services, quality, and client experience. Brooks Macdonald manages over £17 billion in funds. They have been in business since 1991. They specialise in investment management, financial planning, and responsible investing. We looked at the firm’s services, customer support, and reliability. This helped us write a clear and fair review.
Key Findings: Pros and Cons
Pros
- Comprehensive Wealth Management: Full suite of investment, financial planning, and tax-efficient services.
- Tailored Investment Solutions: Customised portfolios designed to meet individual client goals.
- Sustainable Investing: Strong focus on environmental, social, and governance (ESG) investing.
- Regulated and Reliable: FCA-authorised with client protection under the FSCS.
- Multiple Office Locations: Presence across the UK, Channel Islands, and Isle of Man.
Cons
- High Minimum Investment: Needs a £200,000 minimum investment, which limits access for smaller investors.
- Premium Fees: Higher-than-average management fees compared to mass-market platforms.
- No Mobile App: Lacks a dedicated app, limiting account access on mobile devices.
Brooks Macdonald – 2025 Features
| Feature | Details |
| Services Offered | Wealth management, financial planning, and investment solutions. |
| Funds Under Management | £17 billion+ as of 2025. |
| Minimum Investment | £200,000 for managed portfolios. |
| Sustainable Investing | ESG and responsible investing portfolios. |
| Online Platform | Client portal for portfolio management. |
| Customer Support | Phone, email, and dedicated financial advisers. |
| Regulation | Authorised by the Financial Conduct Authority (FCA). |
Quality and Performance
Brooks Macdonald is known for its top-notch, custom wealth management services. They provide personalised financial strategies and emphasise ESG investing.
Tailored Investment Management
- Customised Portfolios: Investment solutions designed around individual risk tolerance, goals, and preferences.
- Long-Term Growth Strategies: Actively managed portfolios focusing on capital preservation and growth.
ESG and Responsible Investing
- Specialises in sustainable and ethical investing, aligning portfolios with ESG principles.
- Offers dedicated responsible investment portfolios (RIPs), catering to clients seeking ethical investment options.
Financial Planning and Tax Advisory
- Financial Planning: Comprehensive support, including inheritance tax planning, retirement planning, and wealth structuring.
- Tax Efficiency: Strategies to optimise tax outcomes and protect wealth.
User Experience
Brooks Macdonald has a user-friendly online platform, but it doesn’t have a mobile app. This can be inconvenient for clients who want to access their portfolios while on the go.
Website Navigation
- Clear Service Categories: Easy-to-navigate sections for wealth management, responsible investing, and financial planning.
- Resource Hub: Offers market insights, reports, and news for informed decision-making.
Client Portal
- Secure Account Access: Clients can monitor their portfolio performance through the portal.
- Real-Time Data: Up-to-date information on investments and financial plans.
Absence of Mobile App
- Brooks Macdonald lacks a mobile app. This makes it tough for clients to manage their portfolios while on the move.
Pricing
Brooks Macdonald offers premium wealth management services, reflected in its pricing.
Fee Structure
- Wealth Management Fees: Typically range from 1% – 1.5% annually, based on portfolio value.
- Financial Planning Fees: Custom pricing for tax, estate, and inheritance planning.
- ESG Portfolios: They have a similar fee structure. However, fees may be higher because of ethical fund choices.
Minimum Investment Requirement
- Requires a £200,000 minimum investment, making it ideal for high-net-worth individuals.
Reliability & Support
Brooks Macdonald is regulated by the Financial Conduct Authority (FCA). This ensures it follows UK financial rules.
Investment Protection
- Clients are covered by the Financial Services Compensation Scheme (FSCS). It protects investments up to £85,000.
- Strict regulatory oversight ensures the secure handling of client assets.
Customer Support
- Support Availability: Available via phone and email, with access to dedicated financial advisers.
- Service Quality: Clients report fast, personalised support. However, response times may vary when it’s busy.
Frequently Asked Questions About Brooks Macdonald
1. What services does Brooks Macdonald offer?
Brooks Macdonald provides wealth management, investment solutions, tax planning, and responsible investing services.
2. How much do Brooks Macdonald’s services cost?
Fees typically range from 1% – 1.5% of assets under management annually. Additional charges may apply for bespoke financial planning services.
3. Is Brooks Macdonald regulated?
Yes, Brooks Macdonald is authorised and regulated by the Financial Conduct Authority (FCA). This means they follow UK financial regulations.
4. Does Brooks Macdonald offer ESG portfolios?
The firm offers responsible investment portfolios (RIPs) that focus on sustainable and ethical investments.
5. What is the minimum investment required?
Brooks Macdonald usually needs a minimum investment of £200,000. This amount is best for high-net-worth individuals.
Quick Guide: Getting Started with Brooks Macdonald
- Visit the Website: Go to Brooks Macdonald.
- Explore Services: Browse the wealth management, financial planning, and ESG investing sections.
- Contact an Adviser: Use the “Contact Us” form or call directly to discuss your financial goals.
- Initial Consultation: Set up a meeting to go over your finances and explore personalised solutions.
- Account Setup: If you choose to proceed, you’ll be guided through the onboarding process.
- Access the Client Portal: Use the online platform to check and manage your portfolio.
- Receive Ongoing Support: Stay connected with your financial adviser for regular updates and reviews.
Tailored Wealth Management with ESG Expertise
Brooks Macdonald is a reliable wealth management firm. They offer tailored investment strategies and focus on responsible investing. The firm manages over £17 billion and operates nationwide. It offers personalised financial services to high-net-worth individuals.
Clients can invest a minimum of £200,000 for premium services. They receive customised portfolios, tax planning help, and access to ESG investment options. For ethical and sustainable wealth management focused on long-term growth, choose Brooks Macdonald. They are a solid and dependable choice.
