Nationwide alliance of “Your Local IFAs”
Loyal North is the operating and holding company for a collective of financial planning and wealth management practices in the UK.
The firm was established in 2014 as the retail arm of Fusion Group, a diversified group of financial businesses including wealth management, financial advisory, discretionary investment management and corporate consulting.
Our mission is to safeguard and deliver community-focused financial advice services to UK clients. This could be using a traditional approach through our IFA companies or through online services, which we continue to build and develop with our investment in technology.
Loyal North allows clients to be serviced by local firms while having access to all the tools and resources of a national company.
Loyal North allows financial planning firms to partner with an acquirer who buys into the business, ensuring that the local “High Street” identity of the practice is not lost.
Loyal North is looking to attract firms who share our culture and common goal of safeguarding the traditional community-focused service: with dedication to its clients, offering holistic planning and fulfilling their long-term goals and lifetime objectives. We deem this essential to our approach.
If you are a client looking for holistic financial planning that you can believe in, our financial planners provide a comprehensive and diligent financial planning service to ensure you achieve your life goals. If you would like to know more, please get in touch.
We want to support continuity of your firm, commit to your clients and ensure quality in the ownership of your firm.