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Displaying items by tag: Brooks Macdonald

Tuesday, 17 September 2024 15:07

Brooks Macdonald snaps up £1.19bn AUM Planner firm

Brooks Macdonald website

Financial Planner and SIPP adviser Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.

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Thursday, 07 March 2024 16:25

Brooks Macdonald profits up 18% after job cuts

Brooks Macdonald CEO Andrew Shepherd

Underlying profit before tax rose 18% year-on-year to £17.1m (H1 FY23: £14.5m) for wealth manager and Financial Planner Brooks Macdonald for the six months ended 31 December.

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Thursday, 24 February 2022 19:22

Brooks Macdonald and 7IM refute merger speculation

Brooks Macdonald website

Sky News is reporting that wealth manager and Financial Planner Brooks Macdonald is plotting a £300m bid for fund manager 7IM.

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Monday, 20 January 2014 11:08

Investment firm's new alliance offers Sipps and SSAS package

Brooks Macdonald website
An investment firm has teamed up with an advisory business to offer a portfolio of products – including Sipps and SSAS.
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Friday, 22 November 2013 09:32

Talbot & Muir adds 5th DFM option

Talbot & Muir website
Talbot & Muir has added a fifth Discretionary Fund Manager option to its new Simple Retirement Account (SRA).
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Monday, 04 November 2013 16:18

IFA firm adds Sipps and SSAS options with new alliance

FB Wealth website
Brooks Macdonald Asset Management, the specialist investment manager, is forming a "strategic alliance" with FB Wealth Management – a Humberside IFA firm.
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