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In the Press

Citywire: Loyal North adds £60m with Surrey IFA deal

Loyal North has bolstered its portfolio by acquiring Surrey-based Whitman Fry Wealth Management, adding £60 million in assets under advice. The acquisition marks Loyal North’s

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JustFA - more than a platform
In the Press

Citywire: How JustFA built a digital advice platform for IFAs using Seccl

JustFA, launched 18 months ago, is revolutionizing financial advice for low-asset clients by offering an end-to-end digital platform designed for independent financial advisers (IFAs). By

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In the Press

Podcast: How does the IFA acquisition process work?

The IFA market is packed with acquisitions, private equity money and consolidation. But how does the actual sale process break down?  Debbie Dry, acquisitions director

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In the Press

Citywire: Loyal North adds £60m with Scottish IFA deal

Loyal North has expanded its Scottish hub, Lowland Financial Planning, by acquiring Sovereign Financial Services. This marks the advice group’s third acquisition this year, adding

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Fusion Why Us
In the Press

Citywire: Consolidators’ ‘arbitrary’ fee hikes face consumer duty challenge – Loyal North

Loyal North has raised concerns about the impact of new consumer duty regulations on consolidators imposing arbitrary fee hikes on acquired firms. According to Debbie

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In the Press

Citywire: Advice group Loyal North boosts assets by £40m with Norfolk deal

Loyal North has expanded its asset base by acquiring Norfolk-based IFA Quay Financial Planning, bringing an additional £40 million under management. Quay Financial Planning will

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In the Press

FT Adviser: Few firms ready to adopt ‘adviser-as-platform’ model

Insight director at the Lang Cat, Steve Nelson, discussing the ‘adviser-as-platform’ model offering advice firms the chance to diversify their income stream by taking a platform

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Company News

FT Adviser: We help financial advisers to build a more valuable business – JustFA

We’re delighted for JustFA to have been featured by FTAdviser. We love nothing more than helping our clients build a more valuable business by launching an

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Investment Portfolios
In the Press

SRP: Defined return funds – eyes wide open – Fusion Group

Taras Rybak, partner at Fusion Asset Management speaks to Structured Retail Products on defined return funds and the role of structured products in clients’ portfolios.

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Loyal North featured in International Adviser
In the Press

International Adviser: Rivals ‘will almost buy anything’ says IFA acquirer – Loyal North

Robbie Lawther from International Adviser spoke with media-shy Loyal North about why it has been ‘deliberately under the radar’. New buyers in the financial advice

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