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  • Opinion
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  • Lee Hurst and office manager Lynne Bowman of Harrogate Wealth Management

    Financial Planner launches new firm to tap into pension freedoms

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

    Manse Capital appoints new MD and expands staff

  • Nigel Speirs of Old Mutual Wealth

    Old Mutual Wealth buys Yorkshire IFA firm

  • The Corville Team at AFH headquarters

    AFH buys Yorkshire IFA firm for £2.9m

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

    Castle hosts launch of rebranded Chartered Financial Planners

  • Thomas Heald website

    AFH buys Yorkshire Chartered Planner in £5m deal

  • The team at the top of Pen-Y-Ghent

    Financial Planners scale Yorkshire Three Peaks for charity

  • AFH CEO Alan Hudson

    AFH makes biggest ever acquisition with £10m deal

  • L-R: Simon Cocking and Charlotte Kelso

    Leodis hires for launch of new Financial Planning arm

  • New Harrogate head of office Eleanor Ingilby

    Sanlam expands Harrogate office with new appointments

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

    Yorkshire Financial Planning firm rebrands

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

    Planner team completes Three Peaks challenge

  • Progeny CEO Neil Moles

    Progeny acquires 12-staff Yorkshire Planning firm

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

    Prosperis acquires Yorkshire Planning firm

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

    Kingswood acquires Yorkshire Planning firm in £1.5m deal

  • Allotts Financial Services' website

    Kingswood snaps up Yorkshire IFA for £2.5m

  • Kingswood website

    Kingswood completes £1.5m takeover of Yorkshire adviser

  • New managing director Josh Richardson

    New board for Chartered Planner firm post MBO

  • Succession Group CEO James Stevenson

    Succession acquires £800m AUA Planner firm

  • Hugo Bedford, chief executive of JM Finn

    JM Finn moves Leeds office to York

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