Bellpenny
Your profession
Bellpenny, the national wealth manager and IFA acquirer, has acquired Essex-based Personal & Corporate Financial Solutions (PCFS).
17 March 2014
•
Your profession
Purchasers of IFA businesses are taking advantage of a "once in a lifetime land grab" as the impact of increased regulation pushes traditional advisers out the industry, according to a consultancy firm.
11 February 2014
•
RDR
IFA consolidator Bellpenny has bought two more businesses with combined funds under management of £187m.
09 January 2014
•
Technology
Advisory firm Bellpenny has selected Voyant Adviser as the financial planning tool for its advisers and wealth managers.
22 October 2013
•
Your profession
Bellpenny, the national wealth manager and IFA acquirer, has completed the acquisition of Meridan Park Associates (MPA), an IFA based in Newbury, Berkshire.
09 October 2013
•
Your profession
National advisory firm Bellpenny has selected insurer Zurich as its lead integrated platform provider.
23 August 2013
•
Your profession
IFA acquirer and wealth manager Bellpenny has completed its acquisition of Glasgow based IFA firm KM Financial Advisers.
22 August 2013
•
Your profession
IFA acquirer and wealth manager Bellpenny has acquired Walton on Thames-based IFA Entire Wealth Management.
22 July 2013
•
Your profession
IFA acquirer, Bellpenny, has completed the purchase of Cheltenham-based Financial Planning firm, The County Partnership.
29 May 2013
•
Your profession
IFA acquirer, Bellpenny, has completed a client bank and funds under management acquisition of Price Bailey Financial Planning, the IFA arm of Price Bailey Chartered Accountants.
13 May 2013
•
