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Loyal North buys South East Chartered Planner’s firm

Fast growing adviser business acquirer Loyal North has acquired financial advisory firm Paul Wallis Financial Solutions, run by Chartered Financial Planner Paul Wallis, to expand its presence in the South East.

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Progeny acquires Fiscal Engineers

Chartered Financial Planner Progeny has acquired Nottingham-based wealth manager and Financial Planner Fiscal Engineers for an undisclosed sum.

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Wren Sterling acquires Cornwall Planner

Wren Sterling has acquired Cornwall-based Financial Planning firm Stockdale & Co.

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Nottingham Planner acquires local IFA

George Square Financial Management has acquired fellow Nottingham-based Financial Planning firm Taylor McGill.

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