Governance Report
Financial Statements
Company Financial Statements
Strategic Report
Chair’s statement
Brooks Macdonald is uniquely placed in a competitive sector to deliver personalised client service through comprehensive products and services, underpinned by a strong investment performance.”
Maarten Slendebroek Chair
Introduction This year was a year of change for Brooks Macdonald as we revitalised, reshaped and refocused our business on the attractive growth opportunity in UK wealth management. Our new Chief Executive Officer (“CEO”), Andrea Montague, defined a strategy to Reignite Growth that focuses on excellent customer service, broadening client reach and driving efficiencies. In the 2025 financial year, we concentrated on the execution of our strategic plan with the sale of Brooks Macdonald’s international operations followed by the acquisition of three excellent financial planning businesses now united under the Brooks Financial brand. At the same time, we continue to value and nurture our long-standing relationships with Independent Financial Advisers (“IFAs”). Reflecting our growth ambitions for the future and to broaden our shareholder base, Brooks Macdonald moved from AIM to the Main Market of the LSE in March.
Performance In the 2025 financial year, the Group reported FUMA of £19.2 billion (2024: £16.4 billion), creating a solid platform for future growth. We have seen an encouraging improvement in net flows across our BPS offering and continued strong growth across the Platform MPS. Underlying PBT reduced by 4.6% to £28.9 million (2024: £30.3 million), principally due to lower interest and fee income. See the financial review in this Annual Report, which contains detailed information on our performance.
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Brooks Macdonald Group plc Annual Report and Accounts 2025
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