Company profile

Loyal North Plc

A UK national wealth platform. Digital-led, human-driven.

Industry
Investment Management
Employees
9
Headquarters
London
Founded
2014
Office locations
1

Loyal North Plc company summary

Loyal North Plc is a company in the Investment Management industry, headquartered in London, founded in 2014. On LinkedIn the company has around 9 employees. Its listed specialties include Financial Planning, Wealth Management, Retirement Planning, Financial Advice, Pension Planning.

What technology does Loyal North Plc use?

No technologies detected yet. Warmrank rechecks company websites on a rolling basis.

About Loyal North Plc

Loyal North is a UK national wealth platform. Digital-led, human-driven. Established in 2014 as part of Fusion Group, we bring together regional financial planning firms, an all-in-one advice and investment platform, and discretionary investment management under one roof. Our advisory firms operate locally under their own brands, with client relationships across England, Scotland and beyond, together managing approximately £2 billion in client assets. Three capabilities sit at the centre of the group: Financial Planning — regional advisory firms, each with its own brand and local presence, supported by a digital advice channel and a private office proposition. Digital Platform — an end-to-end advice and investment platform, also accessible to third-party advisory firms across the UK. Investment Management — discretionary portfolio management with institutional roots, delivered through risk-rated model portfolios across multiple UK adviser platforms. Our approach is value-led, long-term and disciplined. Each firm that joins the group keeps its name, its team and its local identity, supported by central expertise in compliance, technology, investment management and operations. Clients stay with the firm they know and trust. For IFA principals thinking about the next chapter — succession, partial capitalisation or a long-term growth partnership — Loyal North offers a long-term home for the firm you have built.

Specialties

Financial PlanningWealth ManagementRetirement PlanningFinancial AdvicePension PlanningInvestment ProgramesPrivate ClientsInvestment ManagementWealth Planning

Where is Loyal North Plc located?

Loyal North Plc lists 1 location.

London, SW1P 3AE, GB
8-10 Great George Street

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Frequently asked questions about Loyal North Plc

What does Loyal North Plc do?

Loyal North is a UK national wealth platform. Digital-led, human-driven. Established in 2014 as part of Fusion Group, we bring together regional financial planning firms, an all-in-one advice and investment platform, and discretionary investment management under one roof. Our advisory firms operate locally under their own brands, with client relationships across England, Scotland and beyond, together managing approximately £2 billion in client assets. Three capabilities sit at the centre of the group: Financial Planning — regional advisory firms, each with its own brand and local presence, supported by a digital advice channel and a private office proposition. Digital Platform — an end-to-end advice and investment platform, also accessible to third-party advisory firms across the UK. Investment Management — discretionary portfolio management with institutional roots, delivered through risk-rated model portfolios across multiple UK adviser platforms. Our approach is value-led, long-term and disciplined. Each firm that joins the group keeps its name, its team and its local identity, supported by central expertise in compliance, technology, investment management and operations. Clients stay with the firm they know and trust. For IFA principals thinking about the next chapter — succession, partial capitalisation or a long-term growth partnership — Loyal North offers a long-term home for the firm you have built.

How many employees does Loyal North Plc have?

Loyal North Plc has around 9 employees on LinkedIn.

Where is Loyal North Plc headquartered?

Loyal North Plc is headquartered in London.

When was Loyal North Plc founded?

Loyal North Plc was founded in 2014.

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