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 Advisers Ltd (EFG IFA), to... 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 deal are undisclosed. EFG Independent... 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, who moved to Old Mutual... 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. Dominic Rose, who as Acquisitions... Read More
