Podcast #104: Partnering for success – working with a strategic investment partner 

Featuring Brooks Macdonald’s Andrew Rockey and Tom Ball 

In today’s increasingly complex financial and regulatory landscape, having a strategic investment partner by your side can make all the difference. 

On this week’s IFA Talk podcast, Sue and Brandon sit down with Andrew Rockey, Head of Investment Solutions, and Tom Ball, Investment Solutions Director at Brooks Macdonald.

Together, they explore how advisers can navigate today’s challenges and uncover opportunities to deliver effective, client-focused investment solutions. 

This insightful conversation is packed with actionable takeaways, including a compelling case study that showcases how one advice firm transformed its approach – enhancing outcomes for both their clients and their business. 

Don’t miss out – listen now and discover how a strategic partnership could elevate your offering. 

Check out the conversation HERE  

Further information

Click here to find out more about how Brooks Macdonald Investment Solutions (BMIS) can help support you and your advice business.

Disclaimer

IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.

Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.