Ascot Lloyd buys rival adviser firm Newell Palmer
- Monday, 10 December 2018
- Articles
Wealth manager and Financial Planner Ascot Lloyd is to take over fast growing rival Newell Palmer, which bought its 51st IFA firm only this year.
Read more...Ascot Lloyd and Bellpenny ditch restricted advice
- Tuesday, 09 January 2018
- Articles
Ascot Lloyd and Bellpenny have become a single IFA company under the Ascot Lloyd name, dropping the Bellpenny brand and restricted advice at the same time.
Read more...Bellpenny eyes more takeovers as deal adds independent Financial Planning arm
- Tuesday, 17 January 2017
- Articles
Wealth manager and Financial Planning firm Bellpenny is to acquire EFG Independent Financial Advisers to form Bellpenny Group's new independent advice arm BIA Financial Planning.
Read more...Exclusive: New Bellpenny chief signals larger acquisitions plan
- Monday, 21 September 2015
- Articles
Bellpenny’s new chief executive has revealed the company has acquired two more firms and plans to take over fewer but bigger businesses in 2016. Read more...