Investments  

Brooks Macdonald signs strategic partnership with FB Wealth

Brooks Macdonald has signed a deal to make its discretionary portfolios available to FB Wealth Management’s clients.

The strategic alliance will allow FB Wealth’s advisers to use Brooks Macdonald’s bespoke and a range of managed portfolios for their clients.

The managed portfolios will be a range of five risk-rated portfolios, to be named “Meridian portfolios”, available exclusively to FB Wealth’s clients and managed by Brooks’ York office, led by regional director Claire Bennison.

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FB Wealth is an independent financial advice firm based in Humber & Lincolnshire and is owned by Forrester Boyd Chartered Accountants, an accountancy firm based in Lincolnshire.