Brooks Macdonald

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

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