We are proud to be working with our firms and the highly capable firm principals who have created and continue to manage these successful businesses for the betterment of our clients.
GPFM Chartered Financial Planners
GPFM Chartered Financial Planners was established in 2001. GPFM (Gerald Pepper Financial Management) are a local business based in Hertford. They are immensely proud to be Chartered financial planners and provide a truly all-encompassing service that takes into consideration every aspect of your life, present and future.
Milsted Langdon Financial Services has been providing financial planning services to clients for over 20 years and was acquired by Loyal North from Milsted Langdon Accountants in 2021. Based in both the south-west and the north-east of England, their team of highly qualified financial planners provide advice on all aspects of financial planning.
H&D Financial Planning has a team of highly qualified and experienced individuals, who work together as a team of advisers and financial support staff to deliver their exceptional financial planning service to clients. Based in Kent, they have a long history tracing back to one of members of Lloyds syndicate in 1790s. H&D Financial Planning have been providing financial planning to clients for nearly 40 years. Will Green is the second generation of Greens running this firm, taking over from his father, also William “Bill” Green, who grew up and run the firm for many years. Recently the firm took over clients of Carter Financial Planning, another Loyal North firm, while its principal, Simon Evans, became Joint Managing Director of the combined firm.
Lowland Financial are an independent financial planning business established in 2000 who provide professional and trusted financial advice, covering all aspects of financial planning. Based in Galashiels in the Scottish Borders, they are proud of their history and unique “Border” culture, servicing clients to maximise their financial well-being through tailored financial planning.
Macbeth Currie Financial Services are a team of financial planners based in Fife who pride themselves on providing straightforward financial planning to their clients. Loyal North acquired Macbecth Currie Financial Services from Macbeth Currie, legal firm which traces its roots in Fife back to 1885. The staff knows that the value of the business is in our relationship with our clients, which is why we place clients at the heart of everything we do. The firm provides expert financial planning at every stage in life’s journey.
JustFA is an online advice and investment platform, which allows financial advisers in the UK to build up and increase value of their business by adding a way to service clients online in a matter of weeks.
The JustFA Technology was originally developed as a hybrid/digital solution for use within the Loyal North group of companies but later opened to every IFA company in the country. This cutting-edge technology is now available to individual firms to add this solution to their client offering.
We say that JustFA is a more than a platform – we help firms to formulate their online strategy, train staff, help with client segmentation, marketing and operations.
Click here to learn more on what JustFA Technology can do for your firm.