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Who are Brooks Invest?

We are a discretionary investment management firm run by the team behind Brooks Financial, the award-winning firm of Chartered Financial Planners.

Our Investment Committee has managed advised portfolios since 2012 for Brooks Financial clients. Therefore, our team’s discretionary offering builds upon the knowledge and expertise already in place at Brooks Financial and provides an additional investment option for new and existing clients.

The same high Brooks Financial standards form the backbone of the service: transparent and fair charges, a highly qualified team and a thorough, transparent and professional approach.

Our Key Numbers


 

Assets Under Management

 

LIFT-Invest established

 

Clients served across the UK

 

Employees in the team

“Brooks Financial Planning”, “Brooks Financial”, “BM Brooks Financial”, “Brooks Invest” and “BM Brooks Invest” are trading names used by various companies in the Brooks Macdonald group of companies. The “BM”, “BM Brooks Macdonald”, “Brooks Financial” and “BM Brooks Financial” trade marks are owned by Brooks Macdonald Group plc and used under licence by group companies of Brooks Macdonald. More information about the Brooks Macdonald group can be found at www.brooksmacdonald.com

LIFT-Invest Limited is registered in England & Wales. Registered Number: 10144705. Registered Address: 40 Leadenhall Street, London, EC3A 2BJ. LIFT-Invest Limited is authorised and regulated by the Financial Conduct Authority. Registration number 758465.

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