Ascot Lloyd Financial Services and Bellpenny have become a single, fully independent financial advisory company under the unified brand of 'Ascot Lloyd'.
The move follows the merger of the two companies in July 2017, with Bellpenny and Ascot Lloyd providing restricted and independent advice respectively. The two companies will now operate wholly as an...
2020 full year results
Alongside current backer Synova
Equilibrium Financial Planning managing partner Gaynor Rigby is to leave the business this summer after 11 years with the Wilmslow-based firm.
Deal struck in 2019
Specialises in large estates
Pension boost from lockdown pain
Rishi Sunak has plans to freeze the lifetime allowance for the rest of the current parliament in a "stealth tax" on the wealthy, according to The Times.
Made 12 acquisitions in 2020