Wealth manager Brooks Macdonald has agreed a partnership deal with Family Business United (FBU), a membership organisation, which represents family businesses with turnover of up to £400m ($509m, €467m).
Brooks Macdonald will become FBU’s financial wellbeing partner across the UK, supporting its 250 member organisations and their employees with a range of services, including financial planning and investment management.
Stewart Sanderson, head of UK private clients at Brooks Macdonald, said: “Running a business can often be all encompassing, both physically and emotionally, so we want to ensure that business owners’ finances are one less thing for them to worry about.
“We have extensive experience of working with family businesses and are committed to supporting them. It’s a wonderful sector, employing vast numbers of people and creating a significant contribution to ‘UK plc’.
“Through this partnership, we will be able to provide resources and support to help FBU members achieve their financial goals.”
