In the Press
Citywire: Loyal North adds £60m with Surrey IFA deal
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
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
JustFA, launched 18 months ago, is revolutionizing financial advice for low-asset clients by offering an end-to-end digital platform designed for independent financial advisers (IFAs). By
The IFA market is packed with acquisitions, private equity money and consolidation. But how does the actual sale process break down? Debbie Dry, acquisitions director
Loyal North has expanded its Scottish hub, Lowland Financial Planning, by acquiring Sovereign Financial Services. This marks the advice group’s third acquisition this year, adding
Loyal North has raised concerns about the impact of new consumer duty regulations on consolidators imposing arbitrary fee hikes on acquired firms. According to Debbie
Loyal North has expanded its asset base by acquiring Norfolk-based IFA Quay Financial Planning, bringing an additional £40 million under management. Quay Financial Planning will
Insight director at the Lang Cat, Steve Nelson, discussing the ‘adviser-as-platform’ model offering advice firms the chance to diversify their income stream by taking a platform
We’re delighted for JustFA to have been featured by FTAdviser. We love nothing more than helping our clients build a more valuable business by launching an
Taras Rybak, partner at Fusion Asset Management speaks to Structured Retail Products on defined return funds and the role of structured products in clients’ portfolios.
Robbie Lawther from International Adviser spoke with media-shy Loyal North about why it has been ‘deliberately under the radar’. New buyers in the financial advice