**Summary of Brooks Macdonald Group PLCs 2025 Full-Year Results**
Brooks Macdonald Group PLC, a leading UK-focused wealth manager, announced its full-year results for the financial year ended 30 June 2025, highlighting strategic progress and financial performance.
**Strategic Highlights**
**Reignite Growth Strategy** The company focused on executing its strategy to reignite growth, transitioning to a UK-focused wealth manager.
**Acquisitions and Launches** Completed three financial planning acquisitions, launched Brooks Financial, and introduced a suite of Retirement Strategies to meet client needs.
**Leadership and Brand** Strengthened leadership with new appointments, improved client engagement, and enhanced brand awareness.
**Investment Performance** Delivered strong investment performance, with all five risk profiles outperforming ARC peer group comparators over one, three, five, and ten-year horizons.
**Product Expansion** Launched Global MPS and Retirement Strategies, including solutions available on third-party platforms.
**Market Listing** Moved from AIM to the Main Market of the London Stock Exchange.
**Awards** Received the Defaqto Gold award for Discretionary Fund Management Service for the fourth consecutive year.
**Financial Highlights**
**Total Funds Under Management and Advice (FUMA):** Increased by 17.3% to £19.2 billion, with funds under management (FUM) at £16.6 billion and advised only assets at £2.6 billion.
**Net Outflows** Full-year net outflows of £0.4 billion, with a marked improvement in the second half (H2 2025 net outflows £0.1 billion, H1 2025 net outflows £0.3 billion).
**Revenue Growth** Revenue increased by 4.6% to £111.6 million, driven by higher financial planning income from acquisitions, partially offset by lower interest and fee income.
**Cost Discipline** Underlying costs, excluding acquisitions, remained flat, reflecting strict cost control. Total underlying costs increased by 8.2% to £82.7 million.
**Profitability** Underlying profit before tax (PBT) decreased by 4.6% to £28.9 million, with a margin of 25.9%. Statutory PBT reduced to £17.5 million due to higher acquisition and integration costs.
**Dividend and Share Buyback** Proposed a final dividend of 51.0 pence per share, resulting in a full-year dividend of 81.0 pence per share, marking the 20th consecutive year of dividend growth. Completed a £8.1 million share buyback, acquiring and cancelling 538,000 shares.
**Outlook**
Brooks Macdonald remains focused on its Reignite Growth strategy, investing in technology and AI to enhance client service and efficiency. The company aims to evolve its product offering to meet client needs throughout their financial lifecycle and sees exciting growth opportunities ahead.
**CEOs Statement**
Andrea Montague, CEO, emphasized the companys strategic refocusing, strong investment performance, and commitment to client service. She highlighted the successful acquisitions, improved client engagement, and the companys position for future growth, expressing confidence in the outlook for the current financial year and beyond.
**Financial Review**
The financial review detailed the impact of acquisitions, market performance, and strategic initiatives on revenue, costs, and profitability. It also outlined the companys capital position, liquidity, and dividend policy, underscoring Brooks Macdonalds financial strength and commitment to shareholder returns.
**Conclusion**
Brooks Macdonald Group PLCs 2025 full-year results reflect a year of strategic transformation, financial resilience, and a strong foundation for future growth. The companys focus on client needs, investment performance, and operational efficiency positions it well to capitalize on opportunities in the UK wealth management market.
| Metric | 2025 (£ millions) | 2024 (£ millions) | Change |
|---|---|---|---|
| Total Funds Under Management and Advice (FUMA) | 19,200 | 16,400 | +17.3% |
| Revenue | 111.6 | 106.7 | +4.6% |
| Underlying Operating Expenses | 82.7 | 76.4 | +8.2% |
| Underlying Profit Before Tax (PBT) | 28.9 | 30.3 | -4.6% |
| Statutory PBT | 17.5 | 24.6 | -28.9% |
| Net Debt (Cash Resources and Liquid Assets) | 53.8 | 74.7 | -28.0% |
| Dividend per Share (pence) | 81.0 | 78.0 | +3.8% |