Brooks Macdonald

Second consecutive quarter of inflows

Over half of advisers report having a formal CRP

Gets H1 financial planning revenue boost but profit slides

Funds under management/advice now top £20bn

Distribution and investment management functions merge

Montague shares the wealth manager’s aim to be the best, not the biggest

Partnership starts in 2026

Revenues at the wealth manager also jump

Follows Lift, Lucas Fettes and CST acquisitions

Wealth manager launches suite of retirement strategies