Strategic Report
Governance Report
Financial Statements
Company Financial Statements
3. Driving scale and efficiencies Our strategy continued
Case study
What we delivered in 2025: • We have integrated three financial planning acquisitions and centralised activities to drive best practice across the Group. • We hired a new executive leadership team. • We delivered procurement efficiencies through supplier optimisation and enhanced partnerships with strategic suppliers. • We are on track to deliver announced synergies in 2026. • We partnered with an AI delivery provider and started to pilot AI tools. • We encouraged clients to go paperless, with a 97% uptake across the clients approached. • Delivered flat BAU costs growth, demonstrating strict cost discipline.
2026 priorities: • We will deploy a group-wide AI strategy. • We will digitalise workflows, which will lead to material improvement and automation across our operations. • We will implement a ʻfit-for-the- futureʼ data strategy and complete the deployment of a new system across HR and finance functions. • We will complete the integration of recent acquisitions. • We will realise targeted synergies of £1 million and seek additional efficiencies. • We will continue to review and optimise third-party contracts and further improve relationships with key suppliers. • We will further promote paperless communication with clients. • We will maintain the BAU costs growth below 5% p.a.
Scaling our Financial Planning business The opportunity • The financial advice market is quickly growing, with attractive margins and a loyal client base. • The UK has c.28,000 advisers and c.4,600 advice firms 1 . • The average UK-wide portfolio size is now above £400k for the first time 1 . • Clients and their advisers are younger compared to traditional investment management. • Offering integrated investment
Brooks Financial Brooks Financial brings together all former financial planning companies under one unified brand, reflecting our scale and ambition to deliver high-quality, independent, whole-of-market financial planning advice to clients across the UK. Brooks Financial provides trusted financial advice on mortgages, insurance, life insurance, employee benefits, sports, charities and court of protection. Our Brooks Financial Academy develops high-quality chartered financial planners, who will continue our commitment to offer independent advice of the highest standard.
management and financial planning advice provides a growth opportunity in the wealth sector.
1 The Advice Gap 2025, Langcat.
c.90
Flat
financial planners and paraplanners
BAU costs
Brooks Macdonald Group plc Annual Report and Accounts 2025
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