Brooks Macdonald Taunton

Financial Advisor in Taunton, Somerset · More financial advisors in Taunton TA1 2PX

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About the Business

Brooks Macdonald was founded on the idea that there was a better way of providing private client investment services. Twenty years on, our philosophy of 'doing things differently' remains the basis of our company ethos.

Established in 1991 and AIM-listed in 2005, the Group has grown from providing London-based investment management to being an award winning, integrated, wealth management group with offices across the UK and Channel Islands. The Group has discretionary funds under management of £7.469 billion and employs over 470 staff as at 31 March 2015.

The growth of the firm has been organic and has developed under stable management, with management and staff retaining considerable ownership of the business. To learn more on our history see our heritage and timeline.

Services covered

Investment Advice Retirement Planning Tax Planning Wealth Management Estate Planning Insurance Advice Mortgage Advice Debt Management Corporate Financial Planning Savings Plans