UK News
Brooks Macdonald flags how adviser acquisitions ‘demonstrate pace’ of unfolding strategy
During the first quarter of the financial year, the group saw net outflows of £0.1bn
Financial planning | 15 Oct 24
RSM and AJ Bell flag latest thoughts on 30 October UK Budget
UK Chancellor promises that there will be no return to austerity
Health & Protection | 10 Oct 24
Northern Irish ‘least confident’ in later life finances
The most confident savers were those from London (42%) and the South (43%) of England
Brooks Macdonald Group to acquire UK chartered financial planner LIFT for £45m
As at 31 December 2023, assets under advice were c. £1.6bn
UK financial planner Clarion WP bought by management team after nearly 40 years
Founder Ron Walker has sold 60% of his shareholding in the Alderley Edge-based practice