Brooks Macdonald, the UK-focused investment manager with £21.7 billion total funds under management and advice (FUMA) at 30 June 2026, has announced a new partnership with Woven Advice, enabling IFAs to implement investment propositions consistently across their client books.
IFAs have long had access to tools to research and construct a central investment proposition. However, rolling that proposition out across a book of clients has been more challenging and taken longer when done manually.
Woven brings platform, product and investment data into a single view, so a firm can assess its entire book against its CIP in the time it currently takes to review a handful of clients. Personalised suitability reports and client communication tools then carry that assessment through to each client individually.
Woven Advice's solution was developed with direct input from advisers and paraplanners at Brooks Financial, whose experience of implementing an investment proposition in practice shaped how the technology handles client-by-client recommendations. Brooks Financial is already using Woven, alongside a number of IFA firms within the Brooks Macdonald strategic partnerships programme.
Andrea Montague, CEO of Brooks Macdonald, said: "Everything we do at Brooks Macdonald is centred on delivering outstanding outcomes for our clients. By combining personalised advice with the right digital capabilities, we aim to be the wealth manager of choice in the UK known and chosen for our customer service. Partnering with Woven allows us to enhance our service proposition through innovative technology, while staying true to the adviser-led approach that our clients value."
Nicky Sevel, CEO of Woven Advice, said: "Good advice is often let down by the infrastructure behind it. Data sits in different places, reviews take longer than they should, and clients end up paying more than they need to. Woven exists to fix that - cutting the cost clients carry and giving advisers their time back. Working with Brooks Macdonald lets us do it at real scale, with a firm that shares our view of what advisers should be spending their day on."
About Woven Advice
Woven Advice builds data infrastructure for the financial advice sector. Its products give advisers and paraplanners a normalised view of their client book and automate the administrative work of platform and investment switching, focused on reducing the fees clients pay and the time advisers spend on administration. Woven works with over 100 advice firms and 400 advisers and is integrated with a significant proportion of the UK platform market.
About Brooks Macdonald
Brooks Macdonald Group plc is a leading UK-focused wealth manager. Proudly serving IFAs and clients since 1991, with FUMA at £21.7 billion at 30 June 2026, Brooks Macdonald is independent, financially strong, and aims to deliver strong and consistent investment performance for clients to meet their financial objectives.
Brooks Macdonald provides innovative investment solutions to support IFAs and their clients throughout their entire lives as needs and circumstances change. Brooks Financial is the financial planning business within Brooks Macdonald and includes services in employee benefits, mortgages, sport, charities, private and commercial insurance, and court of protection.