CISI appoints new President of Yorkshire branch
- Wednesday, 24 April 2024
- Articles
The Chartered Institute for Securities & Investment (CISI) has appointed Hannah Daniel, Chartered MCSI, as the new President of the Yorkshire committee.
Read more...Expanding Prosperis acquires Newcastle IFA
- Thursday, 04 January 2024
- Articles
Knaresborough-based Financial Planning firm Prosperis has acquired Newcastle-based IFA Stephen McDine Ltd for an undisclosed sum.
Read more...New wealth manager buys £200m AUM Yorkshire Planner
- Monday, 23 October 2023
- Articles
New wealth manager and Financial Planner Liberate Wealth has acquired Yorkshire-based Ebor Financial Planning.
Read more...Perspective adds £310m AUM with 4 acquisitions
- Wednesday, 21 June 2023
- Articles
Wealth manager and Financial Planner Perspective has added £310m to its assets under management following the completion of four further acquisitions.
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