Loyal North acquires Surrey-based IFA firm

Fast-growing Financial Planning and wealth management group Loyal North has completed the acquisition of New Malden, Surrey-based Whitman Fry Wealth Management Ltd for an undisclosed amount.

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Loyal North acquires Scottish Borders Planning firm

Loyal North has acquired Scottish Borders-based Financial Planning firm Sovereign Financial Services for an undisclosed sum.

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Loyal North buys Norfolk Financial Planning firm

Growing national adviser Loyal North has acquired Financial Planning firm Quay Financial Planning in Kings Lynn to expand its reach in the east of England.

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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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