**Summary of Brooks Macdonald Group PLCs Half-Year Financial Report (H1 2026)**
Brooks Macdonald Group PLC reported its half-year results for the six months ending 31 December 2025, highlighting strong momentum and strategic progress. Key financial and operational highlights include
### **Financial Highlights**
**Total Funds Under Management and Advice (FUMA):** Increased by 5% to ยฃ20.1 billion, driven by market and investment performance.
**Net Inflows** Positive net inflows of ยฃ2 million, the first half-year of positive flows since H2 2023.
**Revenue** Grew by 12% to ยฃ58.2 million, supported by higher financial planning and fee income.
**Underlying Profit Before Tax (PBT)** ยฃ13.6 million, with a margin of 23.4%.
**Statutory PBT:** ยฃ6.2 millionreflecting higher organic investmentM&Aand integration costs.
**Interim Dividend** Recommended at 31.0 pence per share, up 3%.
### **Strategic and Operational Highlights**
**Reignite Growth Strategy** Progress across all three strategic priorities, including investments in digital capability, AI, and product innovation.
**Brooks Financial Integration** Completed integration, achieving ยฃ1 million in annualised cost synergies and 98% client retention.
**Client Experience Enhancements** Launched a mobile app and improved onboarding through digitisation.
**AI Deployment** Reduced administrative burden, freeing capacity for client service.
**Efficiency Gains** Delivered ยฃ3 million in annualised savings through organisational restructuring.
**Investment Performance** Strong performance in Managed Portfolio Service (MPS) and Bespoke Portfolio Service (BPS), with Defaqto Gold award for Discretionary Fund Management Service.
### **Outlook**
Expects H1 revenue trends to continue into H2, with costs remaining broadly in line.
Full-year 2026 performance expected to align with market expectations.
Confident in delivering medium-term targets of +5% annualised net flows and <5% BAU cost growth.
### **Key Metrics**
**Revenue** ยฃ58.2 million (+12% YoY).
**Underlying Operating Expenses** ยฃ45.4 million (+20% YoY, including acquisitions).
**Underlying PBT** ยฃ13.6 million (-12% YoY).
**Statutory PBT** ยฃ6.2 million (-51% YoY).
**Interim Dividend** 31.0 pence per share (+3% YoY).
### **Conclusion**
Brooks Macdonald demonstrated resilience and growth in H1 2026, with positive net flows, revenue growth, and strategic advancements. The company remains focused on its Reignite Growth strategy, leveraging technology and efficiency to drive sustainable growth and enhance client service.
Here is a comparison of the financials and debt year on year presented as an HTML table:
**Notes:** * The table compares key financial metrics between H1 2026 and H1 2025.
* Net Debt is represented by Cash Resources and Liquid Assets, as there is no explicit debt figure provided in the text.
* The change in Net Inflows is marked as N/A since it's a shift from outflow to inflow. This table provides a concise overview of the year-on-year changes in Brooks Macdonald Group PLC's financials and debt position.