Advice firm Bellpenny has established a south east regional hub after acquiring Essex-based IFA Unizone.
Unizone caters for more than 2,000 active clients with collective assets of some £330m. The IFA's employees, which include more than 20 support staff as well as the advisers, will join Bellpenny, with...
Ceremony will take place 13 November
300 organisations signed charter
Tough year for the sector
Targeting annual yield of 4%