CISI appoints new President of Yorkshire branch    

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

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

New wealth manager and Financial Planner Liberate Wealth has acquired Yorkshire-based Ebor Financial Planning.

Read more...

Perspective adds £310m AUM with 4 acquisitions

Wealth manager and Financial Planner Perspective has added £310m to its assets under management following the completion of four further acquisitions.

Read more...