Strategic Report
Governance Report
Financial Statements
Company Financial Statements
At a glance
How we do it With a network of 16 offices 1 across the UK, we are able to blend local knowledge with the advantages of national reach and insight. ↗ Read more about our business model on pages 14 to 17
We serve clients across their entire financial lifecycle… Accumulators • Financial advice and planning • Growing your wealth Preparers • Protection from the unexpected • Life-changing events Retirees • Estate planning • Pension and retirement planning Inter-generational wealth transfer
Who we are Proudly serving clients since 1991, Brooks Macdonald is a UK-focused wealth manager with strong distribution via independent financial planners and advisers. What we do Investment Management We offer investment management services to a range of clients, including private individuals, trusts, charities and pension funds. Our centralised investment proposition aims to provide risk-adjusted returns to meet clients’ long-term financial needs. Financial Planning We provide financial planning and advisory services through Brooks Financial. Clients can choose a financial planning service as a stand- alone offering or combine it with our investment management services.
Edinburgh
Glasgow 1
…through our diversified and relevant product offering…
• Bespoke Portfolio Service (“BPS”) • Managed Portfolio Service (“MPS”) • AIM portfolio service • Multi-asset fund solutions • Brooks Macdonald Investment Solutions (“BMIS”)
Leeds
Split of FUMA
Manchester 2
Diss
2.6
Norwich
Elton
8.5
Nuneaton
Birmingham
1.2 0.9
…and trusted financial advice. • Over 1,000 IFAs across the UK • c.90 independent financial planners and paraplanners We also serve clients directly, providing wealth management advice tailored to their individual needs and risk profiles.
£19.2bn
London
Bridgend
Cardiff
6.0
Tunbridge Wells
Southampton
Exeter
l BPS l MPS Platform l MPS Custody
l Funds l Advised only assets
1 Glasgow office opened on 1 July 2025. 2 We have two offices in Manchester.
Brooks Macdonald Group plc Annual Report and Accounts 2025
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