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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. ....

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The Morning Briefing: More advice consolidation and seasonal planning

Good morning and welcome to your Morning Briefing for Wednesday 23 August 2023. To get this in your inbox every morning click here. More advice consolidation The consolidation train continues as Loyal North announces the acquisition of financial advice firm Paul Wallis Financial Solutions, bolstering the company’s ....

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Loyal North buys Paul Wallis Financial Solutions to boost southeast presence

Loyal North has announced the acquisition of financial advice firm Paul Wallis Financial Solutions, boosting the company’s existing presence in the South East. ....

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Loyal North buys Kent-based advice firm

Loyal North buys Kent-based advice firm
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