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Bellpenny


Bellpenny has expanded its financial advice business with the acquisition of Caledonia Edinburgh and Warwickshire-based Rawson Steele.
12-May-2015


Bellpenny is to relocate its Birmingham-based wealth management business and about 50 staff to a 9,000 sq ft office at 45 Church Street in April.
25-Mar-2015


Bellpenny has acquired Unizone, the Essex-based financial adviser with about 20 support staff.
02-Dec-2014


Bellpenny has acquired Reid, Scott & Ross, the Glasgow-based independent financial adviser with 12 staff.
02-Sep-2014


Bellpenny has acquired Essex-based Personal & Corporate Financial Solutions, including £21m of funds under management.
18-Mar-2014


Bellpenny has acquired MGW, the Glasgow-based independent financial adviser, for undisclosed terms.
10-Dec-2013


Bellpenny has acquired KM Financial Advisers of East Dunbartonshire.
27-Aug-2013


Bellpenny has acquired Entire Wealth Management, the Surrey-based independent financial adviser with funds under management of £100m.
23-Jul-2013