Thursday, June 20, 2024

Loyal North buys Norfolk Monetary Planning agency

Rising nationwide adviser Loyal North has acquired Monetary Planning agency Quay Monetary Planning in Kings Lynn to broaden its attain within the east of England.

Quay Monetary Planning will be part of Loyal North’s regional hub, GPFM Chartered Monetary Planners primarily based in Hertfordshire.

The deal, for an undisclosed sum, is the second this month for Loyal North which acquired Paul Wallis Monetary Options, run by Chartered Monetary Planner Paul Wallis, earlier in August to broaden its presence within the South East. The Kent-based enterprise joins Loyal North’s regional agency, H&D Monetary Planning, primarily based in Maidstone, Kent.

As a part of the Quay deal, Chartered Monetary Planner Katie Hately FPFS will be part of GPFM as a senior Monetary Planner and can proceed to guide Quay’s workforce of skilled workers. 

Ms Hately, principal of Quay, stated: “Our enterprise prides itself on offering glorious Monetary Planning and placing our shoppers on the coronary heart of the enterprise, and that’s the reason the workforce at GPFM, and the personalised and regionalised strategy of Loyal North made them the proper companions for us.”

GPFM joint managing administrators Scott Atkinson and Simon Frost of GPFM stated in an announcement: “We’re each thrilled to welcome Katie and the Quay workforce to GPFM Chartered Monetary Planners and the broader Loyal North group.

“This acquisition marks an additional step in our development plans for Loyal North within the east of England. Katie has constructed a superb enterprise and we’re wanting ahead to driving the following part of development for our mixed companies.”

Debbie Dry, group acquisition director of Loyal North, stated: “Katie and the Quay workforce are an excellent addition to our group and to GPFM. We stay up for supporting these companies as they develop and construct on the wonderful service they supply to shoppers.”

Loyal North manages over £1.6billion in shopper wealth nationally and was created with the goal of “constructing the UK’s greatest Monetary Planning service.” The group acquires corporations with a powerful native presence and leaves the day-to-day administration and regulatory duty within the fingers of native groups, who can retain participation within the possession of the enterprise, Loyal North says.

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