Bellpenny

Bellpenny Group grows further as it buys EFG IFA

Leading national wealth management firm Bellpenny announced today that it has exchanged contracts on the acquisition of EFG Independent Financial ... Read more

Bellpenny commences talks with EFG IFA for terms of acquisition

Bellpenny is planning to acquire EFG IFA, the advisory arm of EFG Private Bank Limited. The monetary terms of the ... Read more

Old Mutual takes on another ex-bellpenny talent

Dominic Rose, Bellpenny’s previous acquisitions and marketing director, has joined Old Mutual Wealth Private Client Advisers, joining colleague Mike Porter, ... Read more

Bellpenny sees massive upturn in interest

When it comes to IFAs enquiring about selling their businesses, Reading-based firm Bellpenny has seen a “massive upturn” in interest. ... Read more

IFA Acquisitions
Bellpenny Acquires more IFAs

Bellpenny has acquired two more IFAs.