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  • Financial Planner launches new firm to tap into pension freedoms

    Lee Hurst and office manager Lynne Bowman of Harrogate Wealth Management

  • Manse Capital appoints new MD and expands staff

    L-R – Jessica Dodds, Marketing Manager, Susan Richardson, Compliance Manager

  • Old Mutual Wealth buys Yorkshire IFA firm

    Nigel Speirs of Old Mutual Wealth

  • AFH buys Yorkshire IFA firm for £2.9m

    The Corville Team at AFH headquarters

  • Castle hosts launch of rebranded Chartered Financial Planners

    Berry & Oak launch seminar with 7IM's Justin Urquhart Stewart

  • AFH buys Yorkshire Chartered Planner in £5m deal

    Thomas Heald website

  • Financial Planners scale Yorkshire Three Peaks for charity

    The team at the top of Pen-Y-Ghent

  • AFH makes biggest ever acquisition with £10m deal

    AFH CEO Alan Hudson

  • Leodis hires for launch of new Financial Planning arm

    L-R: Simon Cocking and Charlotte Kelso

  • Sanlam expands Harrogate office with new appointments

    New Harrogate head of office Eleanor Ingilby

  • Yorkshire Financial Planning firm rebrands

    The Financial Planning firm was established in 2016 and has a team of eight people

  • Planner team completes Three Peaks challenge

    The team completed the challenge on behalf of the Belmayne Foundation in 11 hours and 44 minutes.

  • Progeny acquires 12-staff Yorkshire Planning firm

    Progeny CEO Neil Moles

  • Prosperis acquires Yorkshire Planning firm

    AJ Hird is the third of four deals in Prosperis' acquisition pipeline

  • Kingswood acquires Yorkshire Planning firm in £1.5m deal

    David Lawrence, UK CEO at Kingswood, said the deal is first of many for the firm this year.

  • Kingswood snaps up Yorkshire IFA for £2.5m

    Allotts Financial Services' website

  • Kingswood completes £1.5m takeover of Yorkshire adviser

    Kingswood website

  • New board for Chartered Planner firm post MBO

    New managing director Josh Richardson

  • Succession acquires £800m AUA Planner firm

    Succession Group CEO James Stevenson

  • JM Finn moves Leeds office to York

    Hugo Bedford, chief executive of JM Finn

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