About
A national wealth group with local roots.
Trusted advisory firms, strengthened by shared scale and institutional discipline.
Loyal North brings together financial planning, an all-in-one advice and investment platform, and access to institutional-level investment management capability.
Who we are
A national group, built over two decades.
Loyal North’s roots go back to 2004, when Fusion Asset Management was founded as an institutional investment manager. Loyal North was established in 2014, extending the institutional discipline into UK retail financial planning. We have since grown into a national wealth platform — bringing together regional financial advisory firms, a modern technology platform and discretionary investment management capability under one roof.
Our financial advisory firms operate locally under their own brands, with deep client relationships across England, Scotland and beyond — together managing approximately £2 billion in client assets. Behind them sits a central group structure that provides compliance oversight, technology infrastructure, investment management capabilities and operational support.
Our model
Local relationships. Group resources. One structure.
Loyal North is the holding company for a group of UK financial planning and wealth management practices. Our regional advisory hubs — long-established firms, each with its own identity, history and client base — are each authorised by the Financial Conduct Authority and retain operational responsibility for client services. Around them, the group provides access to the centralised compliance and risk management frameworks, investment management infrastructure, technology platforms, M&A and integration capability, supported by group finance and reporting.
This structure protects what matters at the local level — the adviser–client relationship and the trusted brand clients have known for years — while delivering the scale, discipline and institutional resources that increasingly define quality financial advice in the UK.
Our approach
Value-led. Long-term. Disciplined.
Loyal North is a value-led, long-term partnership. We acquire quality regional financial planning firms and work with them over the long term — preserving their legacy and client relationships built over many years, while strengthening the operational and technology foundations of the regional hubs.
Our values
Three commitments that shape how we work.
Supporting continuity
Acquired firms retain their brand, premises, and identity. Principals retain operational responsibility. The relationships built with clients, sometimes over decades, continue without disruption.
Commitment to clients
Every aspect of how we work — from acquisition structure to operational integration — is designed around the client experience. We invest in process, technology and standards that over time enhance advice quality.
Quality of ownership
We provide a long-term home. Our central team brings senior wealth-management experience from institutional banks and major UK wealth platforms. We practice patience, instil discipline and set the rigorous standards expected of a sophisticated financial services group.
Leadership
The people behind the group.
Our senior team brings together experience from leading UK wealth platforms, global investment banks and major UK financial services groups.
Group CEO & Chief Investment Officer
Kirill Ilinski
Founded Fusion Asset Management in 2004 and Loyal North in 2014. Former equity derivatives specialist at JPMorgan; PhD in Theoretical Physics, formerly Research Fellow at the University of Birmingham.
Group Managing Director
Patrick Goulding
30+ years in financial services. Former UK CEO and Group CFO at Kingswood; previously senior roles at Schroders, Lendlease, Morgan Stanley and PwC. Chartered Accountant.
Group Acquisitions & Integrations Director
Debbie Dry
25+ years in UK wealth M&A. Former Integration Director at Succession Wealth, overseeing 57 acquisitions during the firm’s growth prior to sale to Aviva.
Group Compliance Director
Christian Captieux
25+ years in compliance and wealth management. Former Group Compliance Director at Succession Wealth and Head of Compliance at Quilter. Chartered Financial Planner.
Group Finance Director
Kuan Ang
13+ years in senior finance roles at FCA-regulated firms managing over £20bn in client assets. Former Deloitte and EY; Chartered Accountant.
Partner, Group Strategy Director
Taras Rybak
15+ years in international financial services. Partner at Fusion Asset Management; former Managing Director at InvestCap Group. Leads group strategy and capital markets.
CEO, JustFA Platform
Alexandra Ilinskaia
25+ years in finance and technology. Former Managing Director and Head of R&D at Credit Agricole CIB. PhD in Theoretical Physics; Royal Society NATO fellowship.
Senior leadership
Further appointment to be announced
An additional senior appointment will be announced in due course.