Loyal North has acquired two advice firms – Blue House Financial Services and Lewins Investments.
The firm said this is "further strengthening" its regional presence in the South West of England. The clients will be serviced by part of Loyal North's regional hub Milsted Langdon Financial Planning (MLFS), based in Taunton, Bristol and the South West. The acquisitions will bring a combined total of approximately £80m in client funds under management to the group. Loyal North said that Peter Ruff (Blue House) and Nigel Lewins (Lewins Investments) are both "respected advisers with long-established client relationships". As part of the transition, MLFS will take over the ongoing ...
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