Loyal North has bolstered its portfolio by acquiring Surrey-based Whitman Fry Wealth Management, adding £60 million in assets under advice. The acquisition marks Loyal North’s 14th purchase since its inception in 2017, bringing its total assets under advice to £1.9 billion, close to its £2 billion target.
As part of the deal, Whitman Fry will integrate into Loyal North’s regional hub, Gerald Pepper Financial Management (GPFM), with director Alison Fry joining GPFM as a senior financial planner.
Read the full article for more insights into Loyal North’s expansion strategy and future plans – here.
