2025 SPONSORS

Great advice deserves great execution. Our simple account opening, transfers, investment management, digital drawdown, and custom indexing – to name a few – are taking portfolio management to a new level.

Morningstar Wealth brings together capabilities across Morningstar's global business, to meet the specific needs of financial advisers, their businesses and the clients they serve.

Advisers can select from a range of products and services that align with their specific business and client needs. Listening to you is key to determining how we enhance our products and services. Robust and continuous feedback loops allow us to hear directly from you, and we turn those insights into proposition enhancements.

Our products and services are underpinned by a program of insights and tools delivered to support advisers, their client interactions and their business.

Our purpose is to protect more people in a more uncertain world. We achieve this by ensuring our cover is accessible to more of your clients through products that can be tailored to meet their needs.

As a proud mutual, our members and advisers are at the heart of everything we do. You can expect award-winning propositions, service, and business support, plus continued investment from us to deliver an exceptional experience for both you and your clients.

Brooks Macdonald Group plc is a leading provider of wealth management services in the UK.

Proudly serving IFAs and clients since 1991, 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. The company is recognised as an innovator in the industry having been one of the first to develop and launch key products such as Managed Portfolio Service.

Realising Ambitions. Securing Futures. We are Brooks Macdonald.