About Us

Bellpenny is a national wealth management company supported by Oaktree, one of the leading global investment management firms.

A full face-to-face advice and service proposition is provided to all acquired and referred clients, delivered from a centralised asset management solution based on both a state of the art platform and back office technology.

Bellpenny reached £1 billion in funds under management (FUM) in October 2013, just a year after opening for business. Bellpenny passed £2.5 billion FUM in September 2014 and £3.5 billion in July 2015.

We are Bellpenny

We're working hard to make your life easier

Meet the Bellpenny management team. Every one of us has many years' experience in financial services. More importantly, we all share the same determination to help you get more from your money, so you're free to enjoy your life. 

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Nigel Stockton
CEO
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Matthew Moore
CFO
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Gorse Burrett
HR Director
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Paul Brown
National Financial Planning Director
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Steven Lloyd
Head of Investment and Avellemy
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Mark Copsey
Operations Director
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Shaun Connor
Compliance Director
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