Marc Harris talks to Stewart Sanderson of Brooks Macdonald about the value of quality Wealth Management in helping the Company Director clarify their personal goals in tandem with the goals they have for selling their business. Stewart explains how their experience can help a Business Owner make clear forecasts for their lifestyle, ‘post sale’, and ensure they have a robust plan in place to help grow and protect money and assets for themselves and their family.
Prefer to listen to this interview?
Please get in touch with Stewart and his team using this form
- By clicking the “Submit” button above, you acknowledge that we will use your information as set-out in the Brooks Macdonald Privacy Notice
Stewart joined Brooks Macdonald in July 2020 to lead the UK Private Clients proposition. He is responsible for developing the UK Private Clients business by shaping and delivering the growth strategy. Additionally, he continues to advise several key clients primarily from sporting, corporate and entrepreneurial backgrounds with their broader wealth management needs.
Stewart has over 25 years’ experience of UK wealth management gained at institutions such as Lloyds Private Banking and Coutts & Co. Prior to joining Brooks Macdonald, Stewart was Managing Director at 7IM LLP, where he initially led their UK discretionary management business, before developing and leading their UK private clients business across London, Edinburgh and Jersey.
Stewart holds several industry qualifications and is a Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI).
With us, it’s personal
Your dedicated private client manager will take the time to get to know you, your family and your goals. They’ll help guide you through life’s key financial milestones.
30 years of word-of-mouth recommendations
Multiple generations of the same families have stayed with us and recommended us to others. We’re proud to help the next generation build their own legacy.
The team behind the team
You’ll benefit from a hugely experienced and knowledgeable wealth management team behind the scenes. They’ll focus on making the complex simple, giving you clarity when it comes to your wealth.
Learn more from these short videos presented by members of the Private Clients team
Planning your retirement
Growing your wealth
Getting your estate in order
Protecting your wealth from the unexpected
Managing your income in retirement
What is wealth management?
Important information
Investors should be aware that the price of investments and the income from them can go down as well as up and that neither is guaranteed. Investors may not get back the amount invested. Past performance is not a reliable indicator of future results. Changes in rates of exchange may have an adverse effect on the value, price or income of an investment. Tax treatment depends on individual circumstances and may be subject to change in the future, so you should seek independent tax advice, as to your own position. The information does not constitute advice or a recommendation and you should not make any investment decisions on the basis of it.
