Wealth manager JM Finn has relocated its Yorkshire office after 20 years in Leeds to York to allow expansion as the team grows.

Wealth manager and Financial Planner Succession Wealth - recently bought by Aviva for £385m - has acquired £800m AUA Yorkshire-based Financial Planner G+E Wealth Management for an undisclosed sum. 

Yorkshire-based Chartered Financial Planning firm Informed Financial Planning (IFP) has appointed a new board following the completion of a management buyout.

The acquisitive Financial Planning and wealth management firm Kingswood has today completed its deal to buy South-Yorkshire-based DJ Cooke (Life & Pensions) in a deal worth £1.5m.