Loyal North Plc
Digital-led, human-driven.
An integrated group of regional financial planning firms, an all-in-one advice and investment platform, and access to the discretionary investment management — under one roof.
About
Established in 2014 as part of Fusion Group, Loyal North combines long-standing client relationships, institutional discipline and modern technology. Our regional advisory firms operate locally under their own brands — together managing approximately £2 billion in client assets — supported by group-wide expertise in compliance, technology, investment management and operations.
Our three capabilities
A group of regional advisory firms, each with its own brand and local presence, supported by a digital advice channel and private office proposition.
Financial Planning → 02An end-to-end advice and investment platform — also accessible by third party advisory firms across the UK.
Digital Platform → 03Discretionary portfolio management with institutional roots, delivered through risk-rated model portfolios across multiple UK adviser platforms.
Investment Management →At a glance
A group built over more than a decade — through long-standing client relationships, quality regional firms, and the robust infrastructure that supports them. Each firm retains its name, its team, and its local identity. Clients stay with the firm they know and trust.
For IFA Principals
Loyal North partners with established UK financial planning firms whose principals are thinking about the next chapter — succession, partial capitalisation, or a long-term growth partnership. We preserve each firm’s DNA, while providing central support, modern technology, and institutional infrastructure that small firms cannot access or afford alone.
Whether a prospective client, an IFA principal, or a candidate interested in joining the team, we would be delighted to hear from you.