Acquisition outfit Bellpenny has completed its 30th deal to date with the purchase of Croydon-based Trustee Asset Management (TAM).
The national wealth manager said the deal brought in £157m in funds under management bringing its total to £3.5bn. Two of TAM's directors, financial planners Bob Bradley and Nick Bird, will join the...
EIS and Seed EIS sectors
'Truly making a difference'
Avoidance, evasion and non-compliance
From 6 April 2019