Planner team completes Three Peaks challenge
- Thursday, 16 September 2021
- Articles
A five-strong team from Belmayne Independent Chartered Financial Planners of Dronfield, near Sheffield, has raised over £500 for charity by completing the Yorkshire Three Peaks Challenge.
Read more...Yorkshire Financial Planning firm rebrands
- Tuesday, 29 June 2021
- Articles
Yorkshire-based Financial Planning firm James Financial has rebranded as Lairgate Financial, named after the historic Georgian building the firm has recently agreed to purchase.
Read more...Sanlam expands Harrogate office with new appointments
- Tuesday, 10 March 2020
- Articles
Wealth manager and Financial Planner Sanlam UK has made two senior appointments at its Harrogate office and plans to expand the hub further.
Read more...Leodis hires for launch of new Financial Planning arm
- Thursday, 18 July 2019
- Articles
Yorkshire-based wealth manager Leodis Wealth has recruited an ex-HSBC client manager as an associate director to help drive the launch of its new Financial Planning operation.
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