Our business model
Brooks Macdonald is a UK-focused wealth manager, which offers the full breadth of investment services and propositions with strong distribution via independent financial planners and advisers. Our advice-led business model and the growth opportunities available to us across the wealth management sector position us well to continue to generate long-term sustainable value for a wide range of stakeholders.
Our defining characteristics Brand recognition built on trust and long-standing client relationships We have been providing investment
What we do Investment Management
Who we work with Independent financial planners and advisers >1,000 IFAs across the UK c.90
Independent financial advice We only work with independent advisers and financial planners that provide ‘whole of market advice’. We believe this ensures that the client gets the best service and products for their financial needs.
• BPS • MPS • AIM portfolio service • Multi-asset funds • BMIS
management and financial planning since 1991. We are committed to innovation, exceptional client service, and building strong partnerships with financial advisers and our individual clients. The Brooks Financial Academy is creating a new cohort of independent chartered financial planners, who share our passion for delivering excellent client service. Experienced leadership Our leadership team has significant investment management expertise and strong capabilities in client and adviser engagement.
Financial Planning • Personal financial planning • Life insurance
financial planners and paraplanners
IFAs and financial planners choose Brooks Macdonald for the depth and breadth of our product offering, strong and sustained long-term investment performance, and the resources and capabilities we deploy in protecting and enhancing their clients’ wealth. They determine which service is most suitable for the client, based on the client’s risk profile and financial objective. We implement the service selected and work with the adviser to ensure the client’s portfolio is managed appropriately. In some cases, we provide an outsourced white-labelled service (BMIS), typically based on model portfolios or unitised solutions. Some clients approach us directly, and our team can provide wealth management advice that cover their entire financial lifecycle.
• Employee benefits • Mortgage advice • Tax guidance • Estate planning • High-value insurance • Charities
Depth and breadth of investment proposition
Our UK-wide network of IFAs, together with our financial planners, leverage our investment expertise and full suite of wealth solutions to support clients at every stage of their financial journey.
Our integrated wealth management solutions combine our expertise in financial planning and investment management which, alongside our comprehensive product and service offering, allow us to provide holistic advice, covering all aspects of clients’ financial lifecycles.
Centralised investment proposition CIP continues to deliver robust
Capital-light model and strong cash generation This allows us to invest in our business, continue to serve our clients and provide sustainable returns for our stakeholders.
investment returns over the long term, maintaining consistency of outcomes for clients and economies of scale for the Group.
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14 Brooks Macdonald Group plc Annual Report and Accounts 2025 Brooks Macdonald Group plc 14
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