Wealth management and financial planning firms Bellpenny and Ascot Lloyd have merged to create a £6bn funds under management (FUM) financial services business.
Combined entity Ascot Lloyd Bellpenny has more than 100 advisers on its books looking after 40,000 clients. The deal was completed for an undisclosed amount and was initiated by the owner of both firms Oaktree...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created