Brooks Macdonald Asset Management Limited

Reference number: 184918

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as
  • Brooks Benefits
  • Brooks Financial
  • Brooks Macdonald

Company details

From the company's Companies House record.

Company number
03417519
Company status
Active
Company type
Private limited company
Incorporated
11 August 1997 (29 years old)
Registered office
40 Leadenhall Street, London, EC3A 2BJ, England
Nature of business
  • Fund management activities (SIC 66300)

Current directors and secretaries

Name Role Born Appointed
Andrea Gertrude Martha Montague Director Apr 1975 1 Oct 2024
Katherine Louise Jones Director May 1981 13 Jan 2025
Philip Naylor Secretary Not published 31 Mar 2020

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Advise on or arrange mortgages · Arrange equity release FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (21 permissions)
  • Advising on a home purchase plan
  • Advising on a home reversion plan
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) a home purchase plan
  • Arranging (bringing about) a home reversion plan
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Arranging safeguarding and administration of assets
  • Causing dematerialised instructions to be sent
  • Credit Broking
  • Dealing in investments as agent
  • Making arrangements with a view to a home purchase plan
  • Making arrangements with a view to a home reversion plan
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Managing investments
  • Safeguarding and administration of assets (without arranging)
  • Sending dematerialised instructions

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Previously registered as

The FCA register holds one earlier registered name for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.

  • Brooks Macdonald Gayer Asset Management Ltd

Names it no longer trades under

This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired name
  • Brooks-Financial

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Common questions

Frequently asked questions

Is Brooks Macdonald Asset Management Limited FCA authorised?
Yes, Brooks Macdonald Asset Management Limited (FRN 184918) is authorised by the FCA to carry out regulated activities.
Is my money safe with Brooks Macdonald Asset Management?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Brooks Macdonald Asset Management to the Financial Ombudsman Service, free of charge.
Is Brooks Macdonald Asset Management a scam or clone?
Brooks Macdonald Asset Management is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Brooks Macdonald Asset Management's Firm Reference Number (FRN)?
Brooks Macdonald Asset Management's FRN is 184918. You can verify it on the FCA register.