Our Proposition to Advisers

Here at Loyal North, we feel our proposition is unique. We want to invest in the businesses looking for a more personal business capitalisation experience who also want to build a lasting partnership that continues the good work that has already taken place, often over many years.

Photo showing a stretch of beach and sea

We are primarily focused on owners who do not want to retire immediately but who are planning to retire or exit the industry over the next 3 to 5 years or simply want to partner with a firm to achieve a further significant capital event in the future whilst ensuring the best servicing for their clients and them. Most of our sellers stay with the firm after the transaction and continue to manage the business.

We also welcome advisers who want to join our firms with clients or starting anew, with the ambition of becoming a valuable member of the team.

Loyal North’s culture allows firms to maintain their individual trading style, branding, staff, and premises. We don’t force clients into any centralised investment proposition or vertically integrated products and services managed by us. We want to have continuity, keep you in control, benefitting from the upsides of our proposition. We can also give the owners more leverage for development via a dedicated support team and accessible finance to fund your own acquisitions.

We are not a ‘consolidator’. We acquire firms across the country with the idea of having a nationwide presence of shared knowledge, experience and legacy. We treasure the history of the firms. We want to guide the company through development, and let the owners continue to run their business or retire in a structured fashion without dramatically affecting the business and clients.

Interested in capitalizing your business?

Sustain Current Operations

Safeguard Clients

Obtain Centralised Resources

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