Invest with Brooks Macdonald

Return the prototype consent and privacy notice shown before a wealth enquiry is submitted.

get_bm_privacy_notice

Opens a Business Sale questionnaire or contact form for users who have sold, are selling or expect to sell a business. Other topics use the corresponding available journey. Journey introduction: Brooks Macdonald Wealth Concierge can help you identify the questions you may want to consider and explain the types of professional support available. I can provide general information, but I won’t recommend investments or decide what is suitable for you. How would you like to continue? Opening sequence: a brief, warm acknowledgement comes before the unchanged journey introduction. It welcomes the user naturally and reflects only context they volunteered, without assumptions or advice. Congratulations on a business sale apply only when the user explicitly says it has completed. The acknowledgement, journey introduction and the following numbered choices appear together in one conversational message before any card opens: 1. I’d like to explore my options 2. I’d like to speak with someone The conversation pauses for the user’s reply. This tool becomes applicable after that reply supplies a route choice, not in the same turn as the introduction. A topic mention alone is not a route selection. The acknowledgement, introduction and choices form one complete message rather than separate or replacement messages. Selectable conversational options use numbered lists. Route meanings: explore opens the first questionnaire; speak_now opens contact directly without requiring exploration. Explicit requests such as “call me”, “speak to an adviser” or “skip this” express the speak_now choice. Volunteered goal, amount and timing are contextual information, not preselected questionnaire answers. New questions start unanswered; answers submitted on earlier cards remain journey context. One opening call creates a new journey identifier. Another opening call represents an explicit user request to start again; mentioning a related topic within an existing journey does not initiate an additional journey. Opening a card records a journey event but does not submit an enquiry. For the explore route, the acknowledgement before the card reflects only the sale stage and amount the user volunteered, as the starting point for the discussion.

open_business_sale_journey

Opens the Business Sale preferences questionnaire covering proceeds timing, concerns and interest in professional support. Accepts the sale-stage and goal selections from the first card. New questions start unanswered. Returns the card and its existing journey context; opening it does not submit an enquiry.

open_business_sale_preferences

Opens the Business Sale services, editable summary, contact and consent card for users who have confirmed continuation after discussing their priorities. Accepts the completed journey context, including fallbackFields identifying answers requiring review. Missing required answers appear as temporary “unsure” values and require confirmation in the editable summary. Opening this card does not submit an enquiry.

open_business_sale_services

Opens an Investment questionnaire or contact form for users exploring what they want their money to achieve. Journey introduction: Before thinking about particular investments, it can be useful to consider what you want the money to achieve and when you may need it. I can help you identify those questions and explain the types of support available from Brooks Macdonald. I won’t recommend an investment or decide what is suitable for you. Opening sequence: a brief, warm acknowledgement comes before the unchanged journey introduction. It welcomes the user naturally and reflects only context they volunteered, without assumptions or advice. Congratulations on a business sale apply only when the user explicitly says it has completed. The acknowledgement, journey introduction and the following numbered choices appear together in one conversational message before any card opens: 1. I’d like to explore my options 2. I’d like to speak with someone The conversation pauses for the user’s reply. This tool becomes applicable after that reply supplies a route choice, not in the same turn as the introduction. A topic mention alone is not a route selection. The acknowledgement, introduction and choices form one complete message rather than separate or replacement messages. Selectable conversational options use numbered lists. Route meanings: explore opens the first questionnaire; speak_now opens contact directly without requiring exploration. Explicit requests such as “call me”, “speak to an adviser” or “skip this” express the speak_now choice. Volunteered goal, amount and timing are contextual information, not preselected questionnaire answers. New questions start unanswered; answers submitted on earlier cards remain journey context. One opening call creates a new journey identifier. Another opening call represents an explicit user request to start again; mentioning a related topic within an existing journey does not initiate an additional journey. Opening a card records a journey event but does not submit an enquiry. This questionnaire collects investment goals and concerns for general discussion. It does not determine a risk profile, assess suitability, recommend investments or provide personalised tax advice. Detailed tax information is outside its scope. A general-information preference is recorded as such. Investments can fall as well as rise.

open_investment_journey

Opens a Retirement and Pensions questionnaire or contact form for users exploring retirement goals and pension questions. Journey introduction: Thinking about retirement can raise questions about timing, income and how your pensions and other savings fit together. I can help you identify the areas you may want to discuss and explain the types of support available from Brooks Macdonald. I can provide general information, but I can’t tell you when you can afford to retire or recommend what to do with a pension. Opening sequence: a brief, warm acknowledgement comes before the unchanged journey introduction. It welcomes the user naturally and reflects only context they volunteered, without assumptions or advice. Congratulations on a business sale apply only when the user explicitly says it has completed. The acknowledgement, journey introduction and the following numbered choices appear together in one conversational message before any card opens: 1. I’d like to explore my options 2. I’d like to speak with someone The conversation pauses for the user’s reply. This tool becomes applicable after that reply supplies a route choice, not in the same turn as the introduction. A topic mention alone is not a route selection. The acknowledgement, introduction and choices form one complete message rather than separate or replacement messages. Selectable conversational options use numbered lists. Route meanings: explore opens the first questionnaire; speak_now opens contact directly without requiring exploration. Explicit requests such as “call me”, “speak to an adviser” or “skip this” express the speak_now choice. Volunteered goal, amount and timing are contextual information, not preselected questionnaire answers. New questions start unanswered; answers submitted on earlier cards remain journey context. One opening call creates a new journey identifier. Another opening call represents an explicit user request to start again; mentioning a related topic within an existing journey does not initiate an additional journey. Opening a card records a journey event but does not submit an enquiry. This questionnaire collects retirement goals and questions for general discussion. Provider names, policy numbers, documents and withdrawal rates are outside its scope. It does not assess pension sufficiency, retirement affordability, income sustainability, suitability or attitude to risk, and provides no risk score or label. Personalised pension withdrawal, transfer and tax recommendations require an appropriately authorised professional. A general-information preference is recorded as such. Other assets remain context within this journey.

open_retirement_journey

Validate the completed sale-context card and return model-visible choices. After this result, write a visible conversational response: acknowledge their choices in no more than three short paragraphs of neutral education covering every selected topic. First ask whether they would like to explore any of those points in more depth, then ask whether they are ready for the next questions. If they request more detail, answer it instead of opening the next card. Stop without calling another tool. On their next explicit confirming message, call open_business_sale_preferences once with the returned context. This tool does not render another card.

complete_business_sale_context

Validate the completed three-page Business Sale priorities card. After this result, write a visible response that reflects when the user may first need the proceeds, all selected concerns, and their appetite for professional help. Give no more than three short paragraphs of neutral education guided by educationBrief. Finish with numbered options to explore one of those points in more depth or continue to Brooks Macdonald’s Service Areas. If they request more detail, answer it instead of opening the next card. Stop without calling another tool. On their next explicit confirming message, call open_business_sale_services once with the returned context, including fallbackFields unchanged so the final summary can require review. This tool does not render another card.

complete_business_sale_preferences

App-only best-effort contact-page telemetry. Does not submit a lead or collect form values.

record_contact_interaction

Submit a prospective client's contact details and wealth goals to BM only after the user explicitly checks the combined enquiry-consent and privacy-acknowledgement control. This journey does not request or store marketing consent. This creates an external lead record.

submit_wealth_lead