National wealth manager and consolidator Bellpenny has acquired two IFA firms with a combined £84m funds under management (FUM).
The purchases bring Bellpenny's managed assets to more than £3bn as deals to date reach 26. The firm added £46m FUM firm Caledonia Edinburgh Limited and adviser Lynn Healy to its newly opened Scotland...
Scope for change post-Brexit
To tackle liquidity issues
More than £100m in pipeline
DB data published last week
'Heavily influenced by Morningstar'