Our strategy: Reigniting Growth
We have refocused our strategy to take advantage of the growth opportunities in the UK wealth management sector. 2025 has been a transformational year, establishing strong foundation from which we continue to drive sustainable long-term growth.
Strategic priorities
Description
2025 progress
2026 priorities
Delivering excellent client service
This is at the heart of what we do. It is important we meet the evolving expectations of our clients by listening and understanding what they want, and responding with improvements to our service.
• New leadership • Strengthened client relationships • Better online experience • Strong investment performance • Scaled AI adoption • Award winning
• Launch new mobile app • Interactive access to product information • Digitise onboarding across all services • Expand the Brooks Financial Academy
Broadening and deepening our client reach
We will focus on taking the Group’s broad product range to our existing network and new connections, increase brand awareness and enhance client data analytics to support lead generation.
• Sold BM International business • Acquired three financial planning businesses • Structured approach with IFAs to build better understanding of our products and services • Extended the breadth of proposition • Improved brand awareness
• Adviser roadshows • Prioritise engaging with new model and national advisers • Strategic hires to accelerate revenue generation • Promote and scale our suite of Retirement Strategies • Enhance our offer to high-net worth clients
Driving scale and efficiencies
We will focus on building talent and execution capabilities to support delivery of client service, leverage automation across the front office and support teams to increase productivity, and optimise investment and client reporting processes to improve efficiency.
• FUMA increased by 17% to £19.2 billion • MPS annualised net flows of 14% • Simplifying and centralised processes • Journey towards paperless • Acquisition integration
• Group-wide AI strategy • ‘Fit for future’ data strategy • Digitise workflows and automate operations • Maintain BAU costs growth p.a.
• Rationalised supplier base • Flat BAU costs discipline
5% annualised net inflows
<5% BAU costs growth
Medium-term targets:
18 Brooks Macdonald Group plc Annual Report and Accounts 2025 Brooks Macdonald Group plc 18
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