Lift-Financial has bought Edinburgh-based Balfour Wealth Management in a deal that sees Balfour’s 10 advisers join its newly created Lift-Advice appointed representative arm.
The firm says it has created Lift-Advice to operate in the restricted advice space to meet the differing consumer advice and service needs post-RDR.
Lift-Financial joint CEO Michael Holden says: “We are delighted that all of the Balfour advisers have agreed to join us.”