Strategic Report
Governance Report
Financial Statements
Company Financial Statements
Highlights for the year ended 30 June 2025
Funds under management and advice (“FUMA”) £19.2bn (2024: £16.4bn)
Statutory profit before tax (“PBT”) £17.5m (2024: £24.6m)
Net outflows
Revenue
£(0.4)bn (2024: net outflows £(0.4)bn)
£111.6m (2024: £106.7m)
Number of financial planners and paraplanners c.90 (2024: c.40)
Underlying PBT
Underlying profit margin
£28.9m (2024: £30.3m)
25.9% (2024: 28.4%)
Women in leadership 35% (2024: 39%)
Statutory diluted earnings per share (“EPS”) 71.4p (2024: 124.5p)
BPS/MPS custody client retention rate 92% (2024: 93%)
Defaqto ratings
Underlying diluted EPS 130.4p (2024: 150.9p)
Total dividend per share 81.0p (2024: 78.0p)
Total greenhouse gas (“GHG”) emissions (market based) 99.2 tCO 2 e (2024: 106.4 tCO 2 e)
Gold for Discretionary Fund Management (“DFM”) Service
During the 2025 financial year, Brooks Macdonald completed the sale of BM International, as well as three acquisitions of financial planning businesses. Throughout this report, disclosures are presented on a continued, consolidated basis, unless stated otherwise. Where practicable, a like-for-like comparative has been included. Refer to explanations and definitions, including alternative performance measures, on pages 162.
Brooks Macdonald Group plc Annual Report and Accounts 2025
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