Brooks Macdonald Group

Clay Shaw Thomas is a financial planning and accounting firm that delivers a range of services designed to support individuals and businesses in managing their finances. The firm specializes in tax and financial planning advice, helping clients navigate complex financial landscapes. In addition, Clay Shaw Thomas provides essential accounting services, including business valuations, audits, payroll management, and the preparation of annual and management accounts. Through its comprehensive offerings, the firm aims to assist clients in achieving their financial goals and maintaining compliance with regulatory requirements.

LIFT-Invest plc is a UK-based discretionary investment management firm, founded by the team behind LIFT-Financial. It offers a range of investment portfolios, including core, beta, and sustainable options, tailored to meet clients' individual needs. The company's investment committee, comprising highly qualified professionals, manages client investments with a focus on achieving optimal outcomes. LIFT-Invest also provides regular market commentary and analysis to keep clients informed about current investment trends and events.

Lucas Fettes Financial Planning is an independent financial planning and employee benefits consultancy that serves individuals, businesses, and charities. The company specializes in tax-efficient financial planning and wealth management services tailored to help individuals protect and grow their wealth while achieving their financial goals. For businesses, Lucas Fettes designs employee benefits programs and offers solutions for pension automatic enrollment and investment management. Additionally, the consultancy provides comprehensive employee benefits solutions for charities, enabling these organizations to better manage their finances and fulfill their missions. Through its dedicated approach, Lucas Fettes aims to assist clients in navigating their financial landscapes effectively.

Cornelian Asset Managers Limited, established in 1989, is an Edinburgh-based, employee-owned investment management firm serving private clients, trusts, charities, and pension funds. It offers tailored equity, fixed income, and balanced portfolios, along with mutual fund management services. Cornelian invests globally across public equity and fixed income markets, founded on principles of trust, openness, and clear communication with clients and professional connections.

DPZ Capital is a specialist investment manager that provides wealth management advisory services for private clients, trusts, charities, and pension funds. The company focuses on delivering tailored solutions in asset allocation, manager selection, fixed interest, credit investing, and equity selection. Through its expertise, DPZ Capital aims to meet the diverse investment needs of its clients by offering informed guidance and strategic financial management.

Spearpoint Ltd. is a provider of discretionary fund management with stock broking and retirement planning capabilities.