Bellpenny acquires The County Partnership

The company has almost £200m in funds under management, making this the biggest single transaction completed by Bellpenny to date. Two of The County Partnership's three owner-directors, Henry Hodgkins and Andy Thatcher, are joining Bellpenny's financial planning team, while Mark Helmke will retire. The County Partnership's offices in Cheltenham will be retained by Bellpenny. From there, the team will look after existing clients as well as building Bellpenny's presence in the surrounding region. This follows the acquisition of Price Bailey Financial Planning (with £150m in FUM) a...