Bellpenny

Business models

Change of heart: Four key restricted/independent switches

Sandringham Financial Partners went independent this week

clock 12 April 2018 • 2 min read

Your profession

Advisers fear increased M&A activity 'dilutes' service and proposition

Follows three M&A deals in one morning

clock 03 July 2017 • 3 min read

Companies

Bellpenny and Ascot Lloyd in £6bn FUM merger

New business named Ascot Lloyd Bellpenny

clock 03 July 2017 • 1 min read

Investment

Investment Watch: Matt Morris's verdicts on recent developments

‘Promising lead’ or ‘Back to the lab’?

clock 24 January 2017 • 3 min read

Companies

Bellpenny to launch independent financial adviser

Following acquisition of EFG IFA

clock 17 January 2017 • 1 min read

Investment

Advice firm sale prices up 20% due to 'voracious' demand

Strong demand has pushed the price of IFA firms 20% higher than this time last year, according to mergers and acquisitions expert Brian Spence.

clock 21 January 2016 • 1 min read

Companies

Bellpenny to launch investment robo-adviser

Consolidator wants to fill 'advice gap'

clock 13 January 2016 • 2 min read

Your profession

Bellpenny snaps up two more IFA businesses

Consolidator has bought 32 firms

clock 12 October 2015 •

Your profession

Bellpenny's 30th acquisition boosts assets by £157m

Acquisition outfit Bellpenny has completed its 30th deal to date with the purchase of Croydon-based Trustee Asset Management (TAM).

clock 27 July 2015 •

Your profession

Bellpenny CEO Kevin Ronaldson to step down

National wealth manager and adviser consolidator Bellpenny is to re-organise its management structure later this year, with current chief executive Kevin Ronaldson stepping down to become founder director.

clock 03 July 2015 •