Loyal North is pleased to announce the acquisition of two respected financial advisory firms: Blue House Financial Services and Lewins Investments, adding £80 million in assets under advice. The acquisitions mark Loyal North’s 17th and 18th purchase since its inception in 2017, bringing its total assets under advice to £1.9 billion, close to its £2 billion target.
As part of the deal, both Blue House Financial Services and Lewins Investments will integrate into Loyal North’s South West regional hub, Milsted Langdon Financial Planning (MLFS), based in Taunton, Bristol. We’re proud to welcome the clients of Peter Ruff (Blue House) and Nigel Lewins (Lewins Investments) to the MLFS family. Both Peter and Nigel have built long-standing, trusted relationships with their clients, and MLFS is committed to continuing that legacy with a personalised, client-first approach.
Read the full article for more insights into Loyal North’s expansion strategy and future plans – here.
