Bellpenny
Your profession
Consolidator Bellpenny has completed two more IFA acquisitions bringing an additional £56m in funds under management and more than 250 clients.
08 June 2015
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Your profession
National wealth manager and consolidator Bellpenny has acquired two IFA firms with a combined £84m funds under management (FUM).
11 May 2015
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Your profession
National advice business Bellpenny has acquired a Surrey-based IFA, adding 500 active clients and £40m in assets.
16 March 2015
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Regulation
Advice firm Bellpenny has established a south east regional hub after acquiring Essex-based IFA Unizone.
01 December 2014
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Your profession
IFA acqiurer Bellpenny has added more than 1,000 active clients and some £108m in funds under management after acquiring Glasgow IFA Reid, Scott & Ross.
01 September 2014
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Your profession
Accountancy and advisory group Price Bailey could receive up to £1.2m from the sale of its £150m financial planning arm to IFA acquirer Bellpenny last year, though the final sum is expected to be marginally less.
22 August 2014
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Your profession
Skipton Building Society is to sell its advice arm Torquil Clark to national wealth manager Bellpenny for an undisclosed sum.
05 August 2014
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Your profession
National wealth manager and IFA acquirer Bellpenny has completed the acquisition of Hansen Lloyd Asset Management (HLAM) in a deal involving £75m of funds under management (FUM).
12 May 2014
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Your profession
National wealth manager and IFA acquirer Bellpenny has completed its biggest acquisition to date with the purchase of MDM Associates, adding a further £322m to its funds under management (FUM).
20 March 2014
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