Ex-Bellpenny director launches new acquisition advisory firm

An ex-director of Financial Planning firm Bellpenny has launched a new IFA acquisition advisory business, which she claims provides the market’s ‘missing link’.

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Bellpenny seals Financial Planning firm takeover in double deal

Financial Planning firm Bellpenny has completed two more IFA deals, increasing funds under management by over £150m and 500 extra active clients.

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Bellpenny CEO: Give Financial Planning at right time and place

The most important aspect of Financial Planning is giving clients access to the right advice at the right time and in the right place, Bellpenny’s new chief executive has said. Read more...

New Bellpenny chief: We want to be UK's best advice firm

Financial Planning firm Bellpenny’s new chief executive has outlined his key priorities after taking over earlier this month. Read more...

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