Chartered Financial Planner launches East Anglia firm
- Thursday, 09 November 2023
- Articles
Experienced Chartered Financial Planner Rebecca Lucas has launched a Cambridge-based Financial Planning firm, Liora Wealth.
Read more...Perspective adds £310m AUM with 4 acquisitions
- Wednesday, 21 June 2023
- Articles
Wealth manager and Financial Planner Perspective has added £310m to its assets under management following the completion of four further acquisitions.
Read more...Lumin Wealth opens new Cambridge office
- Thursday, 04 May 2023
- Articles
Lumin Wealth has opened a new office at Milton Hall on the outskirts of Cambridge.
Read more...Evelyn acquires 40-staff Cambridge firm
- Monday, 03 April 2023
- Articles
Wealth manager and professional services group Evelyn Partners has acquired Ashcroft Partnership LLP in Cambridge.
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