
You can access a range of documentation that will provide you with more detail on our products and services

In an ever-changing world, a financial plan could provide a roadmap that’ll guide the way to your more prosperous future.




At Brooks Macdonald, our experienced team is dedicated to working together with you to craft tailored solutions that will meet your financial goals.

If you have any questions or would like to get in touch, submit a callback request, and our team will contact you as soon as possible


At Brooks Macdonald, our experienced team is dedicated to working together with you to craft tailored solutions that will meet your financial goals.

The presentation and live Q&A hosted by Andrea Montague (CEO) and Katherine Jones (CFO) will start at 9am BST. The results presentation slides will be available on our website from 7 am BST on 3 September 2026. Register below for the webcast and Q&A.

This section includes information on our financial and operating performance including results announcements, presentations, webcasts and annual reports, for the most recent as well as historic reporting periods.


“Today’s results demonstrate we have good momentum across the business starting with positive net flows and better revenues. We’ve established Brooks Financial and completed the integration creating a scalable, whole of market financial planning capability. We’ve made deliberate investments in the business to drive sustainable growth and I’m confident our capability in investment management and distribution positions us for the future.”
Andrea Montague, CEO of Brooks Macdonald