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 IFA under the Ascot Lloyd name, following "strong demand from both advisers and clients". Ascot Lloyd CEO Nigel Stockton said: "This change will enable the business to provide a broader product set and reflects the group's ambitious growth strategy as one of the largest independent wealth managers in the UK." He added: "The merger of Ascot Lloyd and Bellpenny in 2017 has already proven...
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