Assets under advice at Brooks Financial, the new financial planning proposition of wealth manager Brooks Macdonald, held steady at £5.7bn through the first quarter of the financial planner’s financial year. 

The Financial Planning proposition of wealth manager Brooks Macdonald, Brooks Financial, grew 10% year on year in the 12 months to 30 June.

Financial Planner and wealth manager Brooks Macdonald will no longer charge fees on cash in its discretionary funds.

There is a “huge opportunity” for trusted financial advice in the UK, predicts Andrea Montague, CEO at wealth manager Brooks Macdonald.

Wealth manager Brooks Macdonald has launched a new Financial Planning brand known as Brooks Financial.