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.

Website, phone number and address

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.

In the full report: 3 background checks, 1 thing worth a closer look

  • When brooksmacdonald.com first appeared online, and whether it can receive email
  • What kind of line 020 7499 6424 is, and the 3 other firms that give it
  • Whether EC3A 2BJ is a shared office: 49 other firms give it
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Other names (4)

If you were contacted under any of these names, it is this firm.

  • Brooks Benefits Trading name
  • Brooks Financial Trading name
  • Brooks Macdonald Trading name
  • Brooks Macdonald Gayer Asset Management Ltd Former name

FCA permissions and consumer protection

  • 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.
  • Sell or arrange insurance FSCS may apply
    Eligible insurance claims may be FSCS-protected, often 90%, or 100% for compulsory or long-term cover.
  • 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.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (24 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
  • Assisting in the administration and performance of a contract of insurance
  • Causing dematerialised instructions to be sent
  • Credit Broking
  • Dealing in investments as agent
  • Debt-counselling
  • 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
  • Providing basic advice on stakeholder products
  • Safeguarding and administration of assets (without arranging)
  • Sending dematerialised instructions

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Andrea Gertrude Martha Montague Director Apr 1975 1 Oct 2024 20 other companies
Lucy Claire Tilley Director Oct 1971 13 Oct 2026 59 other companies
Philip Naylor Secretary Not published 31 Mar 2020 –

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
78
closed down
3
went insolvent
1

In the full report: all 78 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 22 on the FCA register, including one no longer authorised
  • The 1 company these 2 directors run together
  • All 39 people who have ever been directors, with their dates
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Key dates in its history

Brooks Macdonald Asset Management’s history from the FCA register and Companies House, newest first.

Key events (7) All events (96)

2016

6 April 2016

  • Brooks Macdonald Group PLC took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2002

22 May 2002

  • Changed its registered name from "Brooks Macdonald Gayer Asset Management Ltd"

FCA register

2001

1 December 2001

  • Regulated by the Financial Services Authority from this date
  • Became authorised by the FCA

FCA register

1997

12 September 1997

  • Regulated by the Personal Investment Authority from this date

FCA register

11 August 1997

  • Incorporated at Companies House

Companies House

In the full report: all 96 events

  • All 96 events in its history (7 shown here)
  • Every director appointment and resignation: 80
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Firms connected to Brooks Macdonald Asset Management

Other FCA-listed firms that share a director, phone number or address with Brooks Macdonald Asset Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
11
share a director
11
share its phone number
3

In the full report: all 11 connected firms, named

  • How each is linked: shared directors (11), the same phone number (3), the same postcode (4)
  • Who links each one: the named directors, with dates
  • 1 past link through former directors
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Firms like Brooks Macdonald Asset Management

Other firms of the same type (investment or fund manager), nearest first.

In London

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Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Brooks Macdonald Asset Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 78 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 96 events in its history
  • 11 connected firms, named, and who links them

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Frequently asked questions about this firm

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. It has held its current authorisation since December 2001 and works as an investment or fund manager. The FCA has placed no limits on its permissions.
What is Brooks Macdonald Asset Management’s phone number and website?
The FCA register lists the phone number 020 7499 6424 and the website brooksmacdonald.com for Brooks Macdonald Asset Management. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 3 other FCA firms.
Is Brooks Macdonald Asset Management a scam or clone?
Brooks Macdonald Asset Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Brooks Macdonald Asset Management?
It is permitted to hold and control client money, which it must keep separate from its own. 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.
Who owns Brooks Macdonald Asset Management?
Brooks Macdonald Asset Management is owned by Brooks Macdonald Group PLC, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 6 April 2016.
Who runs Brooks Macdonald Asset Management?
Companies House lists 2 directors of Brooks Macdonald Asset Management: Andrea Gertrude Martha Montague and Lucy Claire Tilley.
How long has Brooks Macdonald Asset Management been in business?
The company was formed on 11 August 1997, and has held its current FCA authorisation since December 2001.
Does Brooks Macdonald Asset Management use any other names?
It trades as Brooks Benefits, Brooks Financial and Brooks Macdonald. It has previously used the name Brooks Macdonald Gayer Asset Management Ltd.

Sources and links

The full report on Brooks Macdonald Asset Management Limited

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