Loyal North adds £40m in client funds with buy out of Kent advice firm

The deal aims to help Loyal North expand in the South East

Isabel Baxter
clock • 1 min read

Loyal North has acquired advice firm Paul Wallis Financial Solutions (PWFS) to increase its presence in the South East.

Kent-based PWFS has been in business for over 13 years and will join Loyal North's regional firm H&D Financial Planning. The deal is expected to bring Loyal North, which currently manages £1.5bn in client wealth, an additional £40m of client funds to its group. PWFS principal Paul Wallis will join H&D as a senior financial planner and will continue to deliver financial planning to his clients. He said: "We have always believed in putting our clients first, and that is why H&D, combined with the personalised and regionalised approach of Loyal North was the perfect fit for us. "As...

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