JM Finn moves Leeds office to York
- Monday, 13 March 2023
- Articles
Wealth manager JM Finn has relocated its Yorkshire office after 20 years in Leeds to York to allow expansion as the team grows.
Read more...Church House adds investment manager from Tellsons
- Monday, 30 January 2023
- Articles
Wealth and investment manager Church House Investments has appointed investment manager Cranley Macfarlane from fund manager Tellsons Investors as a client director .
Read more...Former JM Finn chairman joins Church House
- Thursday, 13 October 2022
- Articles
Wealth and Investment Manager Church House Investments has appointed experienced wealth manager James Edgedale as a client director.
Read more...Millennials have ‘no clue’ about £4trn IHT risk
- Tuesday, 12 November 2019
- Articles
More than six in 10 millennials have no clue about their financial plans when it comes to IHT despite being likely to inherit around £4trillion by next year, according to a major survey for a wealth manager.
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