Awards and ratings

2026

Best Broker Firm for Overall Quality

Brooks Mortages won the award for Best Broker Firm for Overall Quality (20 advisers and under) at the L&G Mortgage Club Awards.

2026

2026 PAM NextGen Leaders

Two of the Brooks Macdonald team have been recognised as 2026 PAM NextGen Leaders!

Congratulations to Priscilla Cheung, Investment Specialist, and Charlie Witherspoon, Business Analyst, on this fantastic recognition.

The NextGen list is based on PAM Insight Ltd's experience and knowledge of who is rising to the top quickly, and why.

2026

Citywealth Powerwomen Awards 2026

We’re delighted to share that our CEO, Andrea Montague, has been awarded Silver in the Inspirational Woman of the Year category at the 2026 Citywealth Powerwomen Awards.

This recognition celebrates leaders who drive meaningful change, champion inclusion, and inspire others across the financial services industry.

Andrea’s leadership continues to shape the future of Brooks Macdonald, fostering a culture where people are empowered to grow, contribute, and make a positive impact for our clients, colleagues and communities.

2026

VouchedFor 2026 Top Rated Firm

We are pleased to share that Brooks Financial in Bridgend and Brooks Mortgages have been named a VouchedFor 2026 Top Rated Firm.

This recognition is based on feedback from our clients, so thank you to everyone who supported us throughout the last year.

Well done to our colleagues at Brooks Financial in Bridgend and the Brooks Mortgages team for your hard work in achieving this recognition.

2025

Brooks Macdonald Wins Best Market Newsletter at the City of London Wealth Management Awards

We're thrilled to announce that Brooks Macdonald has won the award for best Market Newsletter at the City of London Wealth Management Awards.

At Brooks Macdonald, we’re committed to providing valuable insights that empower our clients and partners to make informed financial decisions. This award is a testament to our dedication to delivering high-quality content that keeps our audience ahead of the curve.

2025

2025 PAM NextGen Leaders

Three of the Brooks Macdonald team have been recognised as 2025 PAM NextGen Leaders!

Congratulations to Pippa Lyons, CFA, Portfolio Director, Lauren Sedgwick, Head of Employee Experience and Dan Thompson, CFA, Head of LIFT-Invest on this fantastic recognition.

The NextGen list is based on PAM Insight Ltd's experience and knowledge of who is rising to the top quickly, and why.

Factors considered include the trajectory of promotion and active involvement in promoting good organisational culture.

2025

5 Stars for Solutions

Bespoke Portfolio Service
Managed Portfolio Service
Platform Managed Portfolio Service

2025

5 Diamond Rating for DFM MPS (Platform) Portfolio Family

Managed Portfolio Service (Platform)
Managed Portfolio Service Passive (Platform)

2025

5 Diamond Rating for Risk Targeted Fund Family

SVS Cornelian Risk Managed Funds
SVS Cornelian Risk Managed Passive Funds

2025

4 Diamond Rating for DFM MPS (Direct) Portfolio Family

Managed Portfolio Service (Direct)
Managed Portfolio Service Passive (Direct)
MPS Responsible Investment Advance (Direct & Platform)

2025

4 Diamond Risk Focused Fund Family

SVS Blueprint Brooks Macdonald Defensive Income Fund
SVS Blueprint Brooks Macdonald Cautious Growth Fund
SVS Blueprint Brooks Macdonald Balanced Fund
SVS Blueprint Brooks Macdonald Strategic Growth Fund

2025

Gold for Discretionary Fund Management Service

2024

Payroll Giving Quality Mark: Platinum Award

Our Give As You Earn scheme award with the Charities Aid Foundation (CAF) has been upgraded to Platinum for this year’s Payroll Giving Quality Mark. This government-accredited award is in recognition of our commitment to supporting employee giving. It puts us in the top 5% of businesses who have a Give As You Earn scheme with CAF.

2024

ARC Research 3D Award

We are delighted to have been awarded the 2024 3D Award from ARC. The ARC 3D Award is a symbol of excellence in the investment world, celebrating firms that consistently demonstrate outstanding commitment to transparency, engagement, and integrity.

2023

Podcast/Audio Campaign of the Year, UK Content Awards, The She-Wolf Investor Podcast by Female Folio

Female Folio by Brooks Macdonald won 'Podcast / Audio Campaign of the Year' at the UK Content Awards 2023 for 'The She-Wolf Investor Podcast'.

Female Folio was set-up to help women who want to own their investment story and The She-Wolf Investor Podcast invites distinguished female guests from the world of finance to playfully discuss why knowledge and understanding of saving and investing is key to becoming a She-Wolf Investor.

Listen to our brilliant, award-winning podcast here.

2023

NextGen Leaders, Private Asset Managers (PAM), Rachael Marsden

Rachael Marsden, our Senior Investment Director, has made the exclusive list of 2023 PAM NextGen Leaders – a round-up of who is rising to the top quickly, and why.

2023

2023 PAM 50 Most Influential, Private Asset Managers (PAM), Andrew Shepherd

Andrew Shepherd, our CEO, has once again been named as one of the PAM 50 Most Influential – an accolade that recognises those at the centre of shaping private client wealth management.

2023

2023 Spear’s Wealth Management Index 500 (Robin Eggar and Ben Chandler)

Robin Eggar and Ben Chandler have once again been listed on the Spear’s Wealth Management Index.

Spear’s publishes annual rankings of the top private client advisers and service providers to high-net-worth individuals. These are drawn up on the basis of peer nominations, client feedback, telephone and face-to-face interviews, data supplied by firms, as well as information gathered by the Spear’s editorial and research teams.

2022

PAM 50 Most Influential

Andrew Shepherd, our CEO, has been named as one of the 2022 PAM 50 Most Influential – an accolade that recognises those at the centre of shaping private client wealth management!

2022

Citywire Top 30 under 30

We are very proud that Joshua J. Herson, Chartered MCSI has made it into the Citywire Top 30 under 30 Class of 2022.

Recognition such as this is a tremendous endorsement of Josh's commitment, dedication and hard work!

2022

Cyber Essentials Plus certification

To demonstrate our commitment to protecting our clients, we have worked hard to gain certification in the National Cyber Security Centre's ‘Cyber Essentials Plus’ accreditation.

2021

Citywire Wealth Manager Top 100

Now in its 10th year, Citywire have conducted a nationwide search for the leading fund selectors who are reshaping the industry. We are delighted to announce that three of our colleagues made the Top 100. Congratulations to Thomas Meredith and David Appleton who have been listed.

2021

Wealth and Finance Awards

We are delighted to announce that we have been crowned the Best Multi-Asset Portfolio Manager– UK at the Wealth and Finance Fund Awards 2021!

2021

2021 thewealthnet top financial planning companies

We are delighted to have been recognised as one of the 2021 thewealthnet Top Financial Planning Companies.

Thewealthnet Top Financial Planning Companies 2021 recognises those organisations that provide financial planning services to wealthy individuals. The list is built using data provided by firms, with the assistance of PAM Insight’s research team and our accumulated market knowledge. Another crucial element is feedback and recommendations from professionals from across the wealth management sector.

2020

2020 PAM Top 40 Under 40

Congratulations to Akos Dietrich in our Jersey office who has been included on the 2020 PAM Top 40 Under 40!

Nominations were received through an open call and results were based on PAM Insight's experience and knowledge of who is rising to the top quickly, and why. Factors taken into account included the reputation or performance of the company that the nominee works for, feedback from senior executives, trajectory of promotion/business development success and relative age, and active involvement in promoting good organisational culture.

2020

Cardiff Prestige Award

We are delighted to have been chosen by the Cardiff Prestige Awards as Investment Management Company of the Year.

The judging panel base their decisions upon areas such as service excellence, quality of the product/service provided, innovative practices, value, ethical or sustainable methods of working, as well as consistency in performance. The winners selected are those who can best demonstrate their strengths in these areas.

2020

Citywire Regional Stars Awards

We are proud to announce that our Cardiff office won the Wales Regional Star award and the Tunbridge Wells office won the Citywire Wealth Manager South East Regional Star Award.

These awards are based on the votes of almost 1,000 advisers across eight major regions of the UK. They ranked individual wealth management offices on four criteria: investment outcomes, client reporting, relationship management and efficiency of service.

2020

2020 thewealthnet Top Financial Planning Companies

We are delighted to have been recognised as one of the 2020 thewealthnet Top Financial Planning Companies.

thewealthnet Top Financial Planning Companies 2020 acknowledges organisations that provide financial planning services to wealthy individuals. This list of top financial advice companies is compiled from data provided by firms, PAM Insight’s research team and market knowledge, along with feedback and recommendation from professionals within the wealth management sector.