Chartered Financial Planner launches East Anglia firm

Experienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.

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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.

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Lumin Wealth opens new Cambridge office

Lumin Wealth has opened a new office at Milton Hall on the outskirts of Cambridge.

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Evelyn acquires 40-staff Cambridge firm

Wealth manager and professional services group Evelyn Partners has acquired Ashcroft Partnership LLP in Cambridge.

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