Loyal North adds £40m in client funds with buy out of Norfolk adviser

The deal aims to help Loyal North expand in east of England

Sahar Nazir
clock • 1 min read

Loyal North has acquired financial planning firm Quay Financial Planning to increase its presence in the east of England.

Quay Financial Planning is based in Kings Lynn and will join Loyal North's regional hub, Gerald Pepper Financial Management (GPFM), which is based in Hertfordshire. The acquisition is expected to bring Loyal North, which currently manages over £1.6bn in client wealth, a total of £40m in  client funds. Chartered financial planner and Personal Finance Society fellow Katie Hately will join GPFM as a senior financial planner and will continue to lead Quay's team. GPFM joint managing directors Scott Atkinson and Simon Frost said: "This acquisition marks a further step in our growth plan...

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