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Brooks Macdonald opens Cheltenham office

Brooks Macdonald relocates its Taunton office to Exeter and expands its presence in the South West region by opening a thirteenth office in Cheltenham. 

Brooks Macdonald, a leading wealth manager with £15.6 billion in funds under management, has announced the opening of their new office in Cheltenham, and the relocation of its Taunton office to Exeter.

The Cheltenham office which opens today, July 12, is the thirteenth in Brooks Macdonald’s network across the UK and Channel Islands. The office will be headed up by Austen Speakman who joined Brooks Macdonald in 2009 and is responsible for managing bespoke discretionary portfolios on behalf of a range of clients.

The office opening coincides with the relocation of the Taunton office to Exeter. Based in the heart of Exeter in the Cast Quarter, the new location will continue to be led by John Sadgrove.

The opening of the two new offices in the South West region forms the next step in Brooks Macdonald’s strategy to boost its regional presence, extending its reach with advisers and clients looking for best-in-class solutions alongside exceptional customer service.

The Group’s other offices are located in London, East Anglia, Hampshire, Leamington Spa, Leeds, Manchester, Tunbridge Wells, Edinburgh, Cardiff, Jersey and Guernsey.

Andrew Lewis, Head of Wales and South West at Brooks Macdonald comments:

“The South West is a key hub for financial services and the opening of these new offices will allow us to better serve advisers and clients across the region. We have long believed in the importance of a local presence and we are confident that the teams will continue to grow and build on the successes of the past years.”

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