Strategic Report
Governance Report
Financial Statements
Company Financial Statements
1. Delivering excellent client service Our strategy continued
What we delivered in 2025: • We enhanced our distribution capability, with experienced new hires and continued to strengthen client relationships. • We have a comprehensive approach to IFA segmentation, enabling us to provide a more tailored and personalised service. • We continued to enhance our digital capabilities and have seen a 55% increase in clients accessing services through our InvestBM portal over the year. • We launched a self-serve capability and have seen a good uptake from IFA clients. • Our investment performance remained strong. As at 30 June 2025, across our BPS offering, all five risk profiles delivered returns exceeding their respective ARC peer group comparator over one, three, five and ten-year horizon. • We scaled our AI adoption, using Advisory AI tools to enhance our services. • We were awarded Gold for DFM Service for the fourth consecutive year. Brooks Macdonald is one of only five managers to have had a 5-star rating for 13 years.
2026 priorities: • We will continue to enhance our digital capability, having recently launched a new mobile application, providing faster and more accessible information for our clients. We will be looking to further expand the user experience over the year. • We will introduce digital onboarding across our services – a digital factsheet
When I decided to become an adviser and start my own business, Brooks Macdonald were there to support me from the start. This support has carried on over the past few years, and we actively hold meetings with our existing, new and potential clients together. I always find the admin team are on hand to make my life easier as an adviser, which is a huge part of why I like using Brooks Macdonald. May this continue in the years to come.”
service for interactive access to information about our products. • We will continue to invest in the
development of our people, expanding the Brooks Financial Academy to offer client-facing staff the opportunity to expand their qualifications and investment management expertise, alongside the existing financial planning training programme.
Adviser client testimonial
92% BPS/MPS custody client retention rate
Gold award for DFM Service 2025
Brooks Macdonald Group plc Annual Report and Accounts 2025
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