Financial review
I am pleased to report my first set of full-year results for Brooks Macdonald, delivering revenue growth alongside continued cost discipline. Following the acquisition of the three financial planning businesses, we have made good progress on integration and are well positioned as a UK-focused wealth manager to leverage our enhanced advice expertise and focus on driving and delivering our strategy to reignite growth.”
Katherine Jones CFO
Basis of presentation During the 2025 financial year, we completed the sale of BMI, as well as the investment management contract of the SVS Brooks Macdonald Defensive Capital Fund (“DCF”) (subsequently renamed SVS RM Defensive Capital Fund). As a result, the BMI operations and the DCF activities have been classified as discontinued operations in the 2025 results, and the prior year comparative financial information included in this report, has been restated in accordance with IFRS 5 ‘Non-current assets held for sale and discontinued operations’.
In addition, we completed three acquisitions during 2025: CST Wealth Limited (“CST Wealth”), Lucas Fettes (Holdings) Limited, with its wholly owned subsidiary, Lucas Fettes and Partners (Financial Services) Limited (together “Lucas Fettes”), and LIFT- Financial Group Limited and LIFT-Invest Limited (together “LIFT”) (together “the acquisitions”). The financial results from the acquired businesses have been consolidated into the 2025 financial statements from their acquisition date, and so include eight months for CST Wealth, seven months for Lucas Fettes and five months for LIFT. Refer to note 14 of the consolidated financial statements for further information. The financial information is presented on a continuing basis, unless stated otherwise.
24 Brooks Macdonald Group plc Annual Report and Accounts 2025 Brooks Macdonald Group plc 24
Made with FlippingBook - professional solution for displaying marketing and sales documents online