Brooks Macdonald Group plc LSE:BRK
- Incorporated
- United Kingdom
- Chief executive
- Andrea Montague
- Employees
- 532
- Reports in
- GBP
- Companies House
- 04402058
Read straight from the annual reports
1,460p at close on 5 Oct 2026 · 12 reported years, 2015–2026
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GBP millions, negatives in brackets. Per-share lines in pence, share counts in millions. later is what a following report restated the figure to; vs is a second reading that disagrees. The figure shown is the one the original filing printed, and both readings are kept. Click any figure: opens the report page it was read from, highlighted; shows how it was calculated. The share price above is drawn to the same columns: each close sits over the financial year it fell in.
12 years, at a glance
Dashed: Operating margin, in % on its own scale — read its shape, not its height against the bars.
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Investment management fees (BPS, MPS, funds) driven by average FUM and fee yield
Investment management fee income £68.5m (2025: £66.2m), up 3.4%. Average total FUM rose 12.6% to £17.8bn. The FUM-related revenue yield fell to 50.0bps from 59.4bps as the mix shifted to lower-yielding Platform MPS and BMSP.
page 31Financial planning income (Brooks Financial, full-year effect of prior-year acquisitions)
Financial planning income £28.6m (2025: £17.1m). Like-for-like growth was 10%. It is now c.25% of Group revenue. Yield 52.8bps (2025: 45.4bps).
page 31Full-year cost of acquired financial planning businesses, salary inflation and NI
Fixed staff costs rose to £44.8m (2025: £41.7m) and variable staff costs to £13.0m (£10.3m). Underlying costs were £90.3m (£85.2m). Underlying margin fell to 24.6% from 25.9%.
page 32Efficiency actions and integration synergies
£8.3m of cost savings: synergies £1.3m (ahead of the £1.0m target), non-staff £1.0m, restructuring £3.3m, plus other savings. Like-for-like underlying costs fell 3%.
page 32£12.1m charge: Strategic transformation (product/proposition reviews, digital and AI, automation, MI)
page 126CEO: 'We are confident in the substantial opportunities ahead for our clients, advisers, and shareholders.' Future growth is to be fuelled by client demand, the broad range of propositions and strong investment performance.
page 13Note 38: only a final dividend of 52.0p, declared on 2 September 2026. Note 2 states there were no post-balance-sheet events that materially affected liquidity headroom or the going concern assessment.
page 145Level set each year considering retained earnings, future cash commitments, statutory profit cover, capital and liquidity requirements, and the profit retention needed to sustain growth. FY26 total dividend is 83.0p (2025: 81.0p). The interim is 31.0p, paid 10 April 2026. The proposed final is 52.0p (2025: 51.0p), with ex-dividend date 17 Sept 2026, record date 18 Sept 2026 and payment 6 Nov 2026. It costs c.£8.1m. Total dividends paid in the year were £12.7m.
page 35PwC (Gary Shaw, Senior Statutory Auditor; auditor since FY2011) gave an unmodified opinion. Key audit matters: recognition of investment management fees (group), impairment of investment in subsidiaries (parent, £2m charge), and valuation of goodwill (new KAM). No material uncertainty on going concern; Directors assessed a period to 30 Sept 2027, including stress scenarios. Group materiality £1.18m (1% of revenue; prior year 5% of adjusted PBT). Viability statement covers 3 years. The auditor's report is dated 2 September 2026.
page 108- Capital risk: headroom reduced (excess capital £5.9m before final dividend versus £15.6m); rated increasedp.54
- Liquidity risk: headroom tighter and the RCF was used for short-term funding; rated increasedp.54
- Market risk: fee revenue depends on FUM and market levels; geopolitical conflicts; rated increasedp.55
- Cyber risk and AI-enabled cyber threats; rated increasedp.55
Read from C000216-AR-2026-nsm.
11 annual reports read, FY2016 to FY2026
Open a year to see what its report said. Every line in it carries the page it was read from.
Sources: Companies House (9), FCA NSM (2)
FY2027Next report expected 18 Sept 2027