Financial Planner joins PIMFA board
- Monday, 30 January 2023
- Articles
Financial Planner Andrew Shepherd, currently chief executive at wealth manager Brooks Macdonald, is one of two new appointments to the board of wealth management trade body PIMFA.
Read more...Brooks issues profit correction after £5m error
- Thursday, 27 October 2022
- Articles
Wealth manager Brooks Macdonald Group has issued a profit correction today after identifying a £5m error on its full year figures published in September.
Read more...Brooks Macdonald buys Manchester Planner
- Friday, 30 September 2022
- Articles
Wealth manager Brooks Macdonald has added £350m in assets and 650 clients with the acquisition of Manchester specialist adviser firm Adroit Financial Planning.
Read more...Revenue up but funds drop 4.8% for Brooks Macdonald
- Thursday, 15 September 2022
- Articles
Funds under management dropped 4.8% year-on-year to £15.7bn for wealth manager and Financial Planner Brooks Macdonald for year ending 30 June.
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