Brooks Macdonald

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

Model portfolio service brought in £388m for the group

Model portfolio service use continues to 'gain traction'

Andrew Shepherd to retire after 22 years with the group

‘Beyond that clients should take the biggest risks they are willing to’

'The UK stock market currently navigates choppy waters'