Awards and ratings

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.

Brooks Macdonald has been ranked in this year’s VouchedFor Guide to Top Rated Financial Advisers! 

This year, thanks to our amazing team, we’ve earned a 4.7 firm rating. The VouchedFor guide is part of one of the biggest consumer-facing campaigns celebrating the value of advice in 2025 and sharing how financial advisers have impacted the lives of their clients and delivered exceptional client experience. 

The top rated firms are judged on client feedback as well as ongoing monitoring of their client experience and performance against industry benchmarks. 

Well done to our adviser team for continuing to act as a trusted partner for our clients and delivering excellent client experience.

Bespoke Portfolio Service
Managed Portfolio Service 
Platform Managed Portfolio Service

SVS Cornelian Risk Managed Funds
SVS Cornelian Risk Managed Passive Funds

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