Brooks Macdonald opens 13th office as it expands regional presence

Taunton office relocated to Exeter

Kathleen Gallagher
clock • 1 min read

Brooks Macdonald has opened its 13th office in Cheltenham, while at the same time relocating its Taunton office to Exeter as it looks to boost its regional presence.

The Cheltenham office, which opened on Monday (12 July) will be headed up by Austen Speakman, who joined in 2009 and is responsible for managing bespoke discretionary portfolios. Alongside the new office, the wealth manager is relocating its Taunton office to Exeter. The Exeter office will continue to be led by John Sadgrove. Brooks Macdonald CEO departs to lead SLA's personal wealth arm Andrew Lewis, head of Wales and South West at Brooks Macdonald, said: "The South West is a key hub for financial services and the opening of these new offices will allow us to better serve advisers...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Wrestling with the idea of a new world order? Try European smaller companies

Wrestling with the idea of a new world order? Try European smaller companies

'Let me try to explain the case for calm'

David Walton
clock 16 March 2026 • 4 min read
Low-cost platforms spur one in three UK adults to invest

Low-cost platforms spur one in three UK adults to invest

Trading 212 the main beneficiary

Michael Nelson
clock 12 March 2026 • 2 min read
Understanding the investment appeal of the energy addition

Understanding the investment appeal of the energy addition

Positive change takes time

Tim Humphreys
clock 11 March 2026 • 4 min read