Bellpenny has completed two more IFA acquisitions boosting its funds under management by £150m.
The national wealth manager has bought Cambridge-based Ashton KCJ Financial Planning and Horsham-based Principals in Practice. The two latest deals bring its total number of adviser acquisitions to 32. ...
Joined as head of strategy, multi asset, in June
Group income protection
Nine in 10 do not have income protection
Set to become part of Single Financial Guidance Body