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Office Spotlight: Brooks Macdonald, Tunbridge Wells

The Brooks Macdonald Tunbridge Wells office are celebrating their 10 year anniversary this month.

Office Spotlight: Brooks Macdonald, Tunbridge Wells

Year current office opened: 2009

Number of staff: 8

Assets under management (group): £12.8bn

Top three stock picks: 

  • Polar Capital Healthcare Opportunities
  • Scottish Mortgage
  • Merian UK Dynamic

Q&A with Howard Crossen, head of office, senior investment director at Brooks Macdonald, Tunbridge Wells.

In this office spotlight, Brooks Macdonald are delighted to announce their Tunbridge Wells office is celebrating its tenth anniversary. 

What is your typical client demographic?

Individuals approaching retirement who have acquired wealth through saving during their working life. While that profile is the most typical,
we do look after clients of all ages and backgrounds, as well as work with various trusts, charities and corporate clients.

What differentiates your region?

Our region is closely connected to London, yet has a strong personality in its own right, despite no one town or city dominating.
It has the best of all worlds – countryside, coast, large towns and access to a metropolis.

What challenges are facing your local area? 

I don’t think we face any unique challenges that are not experienced elsewhere. This may change if the worst fears of a no-deal Brexit are realised. Under those doomsday scenarios, visiting clients in Ashford and Dover could become problematic when the roads are full of lorries not going to the continent. 

Bullish or bearish?

More bullish than bearish, but ‘cautiously optimistic’ would be
more accurate.

What is the best thing about living in your region?

Architecturally, Tunbridge Wells is a beautiful town, and it is blessed with many great options for spending your free time. The arts are well represented, and there are a multitude of parks, restaurants and bars to enjoy.

What is a typical saying in your region?

‘A parking space is so important.’

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