Financial planning
Long-established firms across the UK.
Our financial planning business is built around quality regional advisory hubs — each directly authorised by the FCA. Behind them sits a central group structure that provides compliance, technology, investment management and operational support.
How we work
Loyal North acquires established regional financial planning firms and works with them over the long term. The firm keeps its name, its team and its identity; clients keep the adviser they know and trust. What changes is what sits behind the firm — central support, modern technology, robust compliance, with access to institutional-level investment management capabilities that no individual practice could source or afford on its own.
Our firms
Each firm is authorised by the FCA and trades under its own brand, sharing group-wide compliance support, technology and investment infrastructure.
Chartered financial planners based in Hertford, established in 2001. Named #1 in the FT Adviser Top 50 Boutique Financial Advisers 2025. Serves clients across Greater London and in the East of England. Joined Loyal North in 2021.
Visit website →Established over twenty years ago, with offices in Bristol, Taunton, Yeovil, Bath and Newcastle. Particular depth in retirement income, pensions and intergenerational planning. Joined Loyal North in 2021.
Visit website →Its heritage traces back nearly four decades to the traditions of the City of London. Now based in Maidstone, with a focus on retirement planning, inheritance tax and long-term wealth structuring. Joined Loyal North in 2020.
Visit website →A leading independent financial planning firm in the Scottish Borders. Established in 2000, with particular strength in building and sustaining long-standing local relationships. Joined Loyal North in 2017.
Visit website →For clients who prefer to engage online, a technology-led national advisory firm providing fully digital financial planning. Particularly suited to younger clients, wealth accumulators, and those who value digital convenience alongside professional advice.
Visit website →Private Office
Some clients require support beyond conventional financial planning — significant wealth events, business interest management, international considerations or intergenerational plans. Loyal North caters to these with its dedicated Private Office proposition: advanced planning, access to a curated network of specialist partners with consolidated reporting. (Launching soon. If you are interested in learning more, contact us.)