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Loyal North completes acquisition of Surrey-based IFA - Vimarsana News

Loyal North completes acquisition of Surrey-based IFA

Loyal North has completed the acquisition of Surrey based independent financial adviser firm Whitman Fry Wealth Management, which adds £60m of client funds to the group.

Loyal North increases Scottish presence with latest acquisition - Vimarsana News

Loyal North increases Scottish presence with latest acquisition

Loyal North has acquired financial planning firm Sovereign Financial Services to boost its existing presence in Scotland.

Loyal North latest acquisition brings in £40m client funds - Vimarsana News

Loyal North latest acquisition brings in £40m client funds

Loyal North has announced the acquisition of fellow financial planning firm Quay Financial Planning, “boosting the company’s existing presence in the east of England”.

Hybrid advice models to tackle lack of investor confidence - Vimarsana News

Hybrid advice models to tackle lack of investor confidence

Julia Bahr explores the growing world of hybrid advice and outlines why it fits people that lack investment confidence...