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 £60 million in assets under advice and bringing Lowland’s total to £110 million.
Sovereign’s principal, John Kennedy, will join Lowland as a senior financial planner during the transition. With this acquisition, Loyal North’s total assets under advice have reached £1.8 billion, moving closer to its £2 billion target.
For more details on Loyal North’s strategic expansion and future plans, read the full article.
