Brooks Macdonald
Displaying items by tag: Brooks Macdonald
Wednesday, 06 November 2024 14:10
Brooks Macdonald acquires £170m AUM Cardiff Planner
Wealth manager and SIPP and investment provider Brooks Macdonald has acquired Welsh Chartered Financial Planning firm CST Wealth Management for an undisclosed sum.
Published in
Articles
Tagged under
Tuesday, 17 September 2024 15:07
Brooks Macdonald snaps up £1.19bn AUM Planner firm
Financial Planner and SIPP adviser Brooks Macdonald has acquired Norwich-based Lucas Fettes Financial Planning for an undisclosed amount.
Published in
Articles
Tagged under
Thursday, 07 March 2024 16:25
Brooks Macdonald profits up 18% after job cuts
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.
Published in
Articles
Tagged under
Thursday, 24 February 2022 19:22
Brooks Macdonald and 7IM refute merger speculation
Sky News is reporting that wealth manager and Financial Planner Brooks Macdonald is plotting a £300m bid for fund manager 7IM.
Published in
Articles
Tagged under
Monday, 20 January 2014 11:08
Investment firm's new alliance offers Sipps and SSAS package
An investment firm has teamed up with an advisory business to offer a portfolio of products – including Sipps and SSAS.
Published in
Articles
Tagged under
Friday, 22 November 2013 09:32
Talbot & Muir adds 5th DFM option
Talbot & Muir has added a fifth Discretionary Fund Manager option to its new Simple Retirement Account (SRA).
Published in
Articles
Monday, 04 November 2013 16:18
IFA firm adds Sipps and SSAS options with new alliance
Brooks Macdonald Asset Management, the specialist investment manager, is forming a "strategic alliance" with FB Wealth Management – a Humberside IFA firm.
Published in
Articles
Tagged under