Wealth management firm Brooks Macdonald has confirmed changes to its Executive Committee, with two senior figures set to step down later this year.
Mike Holden, Chief Executive of Brooks Financial, will retire on 1 October 2025. Holden co-founded LIFT-Financial 18 years ago and joined Brooks Macdonald following its acquisition of LIFT. He has since played a key role in integrating the financial planning businesses and overseeing the launch of the Brooks Financial brand.
Meanwhile, Debbie Dalzell, Chief People Officer, has decided to leave the business to pursue opportunities outside the company.
Successors for both roles will be announced in due course.
Andrea Montague, CEO of Brooks Macdonald, said:
“LIFT-Financial has brought scale and breadth to our Financial Planning business, and I want to thank Mike for his contributions to Brooks Financial and Brooks Macdonald. I wish both Mike and Debbie all the best for the future.”
The announcement marks another step in the firm’s integration of its financial planning services, following the LIFT acquisition and subsequent rebrand under Brooks Financial.
Brooks Macdonald provides innovative investment solutions to support IFAs and their clients throughout their entire lives as needs and circumstances change.
