Brooks Macdonald

Brooks Macdonald financial advice deals detailed in half-year results

Deal first announced last September

Lift founder Holden to lead financial planning business

Nucleus’ buy of Third Financial tops the table

FUM unchanged in Q4

Acquisition adds around 500 clients

Lift has high-quality client base with £1.6bn assets under advice

To be offered through the 7IM retirement income solution

Pair have a long-standing business relationship