Strategic Report
Governance Report
Financial Statements
Company Financial Statements
The Board has considered the interest of stakeholder throughout the year.
Clients and intermediaries
Shareholders
Employees
Overview Our client base is largely split into intermediated and direct clients. Intermediated clients includes both external IFAs and internal financial planners. We also serve clients directly through our financial planning and investment management businesses. The long-term success of Brooks Macdonald depends on our ability to respond to clients’ changing needs and assist them to meet their financial objectives. Key priorities • Competitive investment performance and returns • High-quality service and relevant product offering • Relationship based on trust Methods of engagement • Investment bulletins and webinars • Regular client meetings with investment managers and financial planner • IFA roadshows with senior management and relationship managers • In-person and online engagement • Investment updates Outcomes of engagement • Met with over 250 IFAs as part of our drive to reinvigorate engagement • The feedback we collate influences our strategic decision making, allowing us to better serve our clients and growth our business • Launched Global MPS and a suite of Retirement Strategies solutions to support clients’ long-term financial goals
Overview Continued support of our shareholders is key to our long-term success. As owners of the Company, it is important to maintain regular engagement and listen and respond to investor feedback throughout the year.
Overview We are committed to attracting, developing and retaining top talent, recognising that an engaged and motivated workforce is essential to our ambition of being an employer of choice and the long-term success of the business.
Key priorities • Successful delivery of our strategy • Capital generation and shareholder returns • Robust governance Methods of engagement • Full year and interim results presentations • Post-results management roadshows and attendance at investor conferences • Engagement with sell-side analysts • AGM Outcomes of engagement • Supportive shareholder base • Successful transition from AIM to the Main Market of the LSE • Share buyback programme • Investor feedback collated and shared with the Board to inform strategic decision making
Key priorities • Competitive pay and benefits • Skills development and career progression • Value-led and inclusive culture Methods of engagement • Regular team discussions and feedback sessions • Training programmes and talent development • Town hall conferences • Roundtable discussions with the Executive Committee • Employee engagement surveys • Intranet and newsletters • CEO conversations Outcomes of engagement • Business strategy and objectives clearly and consistently communicated • Launched the Client Excellence Programme • Supported management training and development initiatives to increase our management and leadership capability, and drive individual and organisational success • Refined our performance management with goal alignment to strategic objectives • Continued to enhance our employee policies and benefits
Brooks Macdonald Group plc Annual Report and Accounts 2025
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