Why McLeod Browne?

Based in Wickam and with a branch in Basingstoke, McLeod Browne is an independently owned financial planning practice. We specialise in the provision of comprehensive, in-person advice and planning for a select number of private clients.
 
Typically, we work with successful professionals and business owners, in their 50s, who are approaching or in retirement and serious about their finances.
  
Our approach extends beyond traditional financial advice. We empower you to make life-changing decisions, establishing your lifestyle goals and then creating a plan to organise your financial resources, in order to achieve them.

We take time to truly understand your desired lifestyle, then use sophisticated cash flow modelling and analysis to determine the best structure for your financial affairs, in order to achieve that lifestyle.

Our investment recommendations are determined by your goals. We use these to establish the amount of risk which you need to take. We do not believe in blindly applying a mix of investments, stipulated by your answers to a questionnaire.

Technology underpins our service delivery. Secure online access to your portfolio provides a single view of your investments - 24 hours a day, 7 days a week.

Unlike a traditional IFA, we do not focus on the sale of products. While we are independent, with access to the 'whole of market' for product selection, our focus is on creating a plan to get you where you aspire to be; often, this will not involve purchasing products.