IFA Prosperity links with Brooks Macdonald AM

Jenna Towler
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Prosperity Independent Financial Advisers and Stockbrokers has joined forces with investment specialist Brooks Macdonald Asset Management to give clients targeted access to their funds.

Brooks Macdonald AM will offer Prosperity's clients two investment propositions: the Bespoke Portfolio Service and the Managed Portfolio Service, both of which both have 5 Star Ratings from Defaqto. Brooks Macdonald will also provide a comprehensive nominee, dealing and custody service. The bespoke is designed for private clients who require an individual investment portfolio constructed and to reflect their investment objectives, tax status, attitude to risk and other personal circumstances. The managed service provides clients access to a choice of five actively managed, risk-rat...

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