Loyal North is an established and dynamic group providing financial planning and wealth management services in the UK, responsible for over £1.7B of invested client wealth. We are part of a much larger global financial services group of companies, Fusion Group.
We are firm believers that certain things cannot be commoditised. There will always be a place for person-to-person financial planning on important decisions. Loyal North seeks to embrace technology to enhance our clients’ experience whilst safeguarding the future of personal advice by a qualified financial planner.
Many acquirers want to buy client assets, rebrand the business and novate clients into a rigidly centralised client and investment proposition. We prefer to buy into and partner with well-regarded firms to provide a succession plan as an amicable exit for the shareholders whilst protecting their legacy and sustaining the business for their future, ensuring continuity and security for clients and staff.
The long-term strategy of Loyal North is to focus on growing the business organically through delivering holistic financial planning and by the acquisition of local financial planning practices while also investing in new technology to provide new ways to deliver advice. We give companies access to vast central resources and extensive industry expertise to develop further through our unique marketing initiatives, back-office support, and nexus of synergies.
When a company joins Loyal North, it is not joining a network or national IFA. You join tradition, experience and a focus towards safeguarding the future of traditional independent financial planning married to the new world of technology and innovation. We want to support the continuity of our firms and their local brand, commit to their clients and ensure quality in the ownership.