Financial Advisers & Planners in Brighton & Hove

Brighton

Ground Floor, Pacific House, 126 Dyke Road, Brighton, BN1 3TE

01273 942 218

An 11 minute walk from Brighton train station and the number 7, 18 and 27 buses all stop outside our offices. Vantage Point car park is the closest at 11 minutes walk away, but others are no more than a 15-minute walk.

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East Sussex

From its thriving arts scene to its beachside vistas, our Brighton office is part of a city with a big personality.

Bespoke wealth management services within reach in East Sussex

We are experienced at guiding clients with sound advice and reassurance, and are ready with a range of investment ideas to support you in achieving your money ambitions.

How we advise from our East Sussex office

Our Discretionary Fund Management Service is the focus of our Brighton office, for people who need a more tailored investment strategy.

A dedicated in-house portfolio manager will build you a bespoke portfolio. This will take into account capital gains tax planning and any investment restrictions you may have. It could include investing in direct equities as well as funds, if you would like.

Your portfolio manager will set up your investments to your specifications, such as investing for a regular income, or ethical investing. You can rest assured your dynamic portfolio will be regularly rebalanced.

Financial planning for individuals and business owners

Our portfolio managers will also work closely with your atomos financial planner, or your independent financial adviser, to ensure you benefit from a comprehensive and integrated approach to managing your finances. Divorce, NHS pensions and helping business owners are our particular specialisms.

Our discretionary fund management team stretches into this vibrant and diverse community. We help clients across East Sussex to Shoreham, Worthing, Lewes, and beyond. We also work with financial planners and independent financial advisers across the country to share expertise. Contact us to find out more.

Lydia Macdonald

Head of Brighton Office, Senior Portfolio Manager

Lydia is a Senior Portfolio Manager and Head of the atomos Brighton Office. She manages investment portfolios on behalf of private clients, often families of several generations and some of which she has looked after for over 20 years. Lydia largely manages ISA portfolios, offshore bonds, trusts and pensions. Lydia also manages charities funds, that she is particularly passionate about, and works closely with the Trustees in order to design and oversee tailored investment strategies that balance long-term capital growth and income requirements, risk management and regulatory compliance, whilst remaining aligned with each charity’s mission and values.

Lydia began her career in 1985 and has worked for a number of institutions in London, including ANZ Grindlays Private Bank, Gerrard, Barclays Wealth and Brewin Dolphin, where she was a Divisional Director for ten years.

Lydia often works closely with financial planning colleagues in order to help clients plan for various life events and feel reassured that they are making informed choices. She is also a member of the atomos Vulnerable Customer Forum which helps to shape the company’s interactions with clients who may be considered to be “vulnerable” at any given point, to ensure that we are providing the level of support required.

Lydia has 40 years’ experience and is a Chartered Fellow of the Chartered Institute for Securities & Investments (CISI) and holds the Level 6 Certificate in Private Client Investment Advice and Management.

Brighton

East Sussex

Lydia Macdonald

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