Brooks Macdonald Annual Report and Accounts for the year en…

Governance Report

Financial Statements

Company Financial Statements

Strategic Report

Our purpose and values

Our purpose of realising ambitions and securing futures informs our vision.

We want to make a positive difference through the services we provide, the way we provide them, and the way we run the Group. We aspire to create a brighter future that will benefit clients, shareholders, employees and the wider communities in which we and our clients live and work.

…enabling us to create value and deliver positive outcomes for our stakeholders.

Our values ‘guiding principles’ and culture support our purpose and are the driving force behind our client-centric model. Our guiding principles serve as our foundation of trust and guide everything we do.

Our strategy of ʻ Reigniting Growth ʼ aims to deliver long-term sustainable growth… 1 Delivering excellent client service 2 Broadening and deepening our client reach 3 Driving scale and efficiencies

…while behaving as responsible corporate citizens…

Our strategy is underpinned by our three-pillar responsible business framework, structured around the needs and interests of our stakeholders. Our main focus is on protecting the environment, supporting communities, behaving responsibly with our clients and partners, and ensuring the wellbeing of our employees.

Clients

We do the right thing

Employees

Shareholders

We are connected

Regulators

We care

Community and the environment

We make a difference

↗ Read more about our approach to responsible business on pages 35 to 44

↗ Read more about how we create value for our stakeholders on pages 14 to 15

↗ Read more about our strategy on pages 18 to 21

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Brooks Macdonald Group plc Annual Report and Accounts 2025

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