Archive for the ‘Media Coverage’ Category

Money Marketing Profile: Bellpenny CEO Kevin Ronaldson

Posted on: August 21st, 2014 by tony

Money Marketing Profile: ‘Bellpenny chief Kevin Ronaldson on recent deals and corporate politics’ – full interview here


‘Bellpenny to buy Skipton’s £900m wealth arm Torquil Clark’

Posted on: August 5th, 2014 by tony

Skipton Building Society is to sell its advice arm Torquil Clark to national wealth manager Bellpenny for an undisclosed sum.

Skipton said today that Bellpenny has purchased the company with the full support of Torquil Clark’s management team.

The UK’s fourth largest building society launched Torquil Clark six years ago, with the midlands-based business growing its AUM to £900m.

Bellpenny – which has already completed 20 smaller takeovers – said the latest acquisition would swell its funds under management to £2.5bn.

The deal incorporates Torquil Clark’s wealth management and employee benefits businesses, as well as its execution-only business TQ Invest, which accounts for more than £500m of the group’s funds under management.

Read full article here:


Bellpenny boosts assets by £75m with 18th acquisition

Posted on: May 12th, 2014 by tony

You can read the full story in New Model Adviser here:

What happens when you get bought out by an acquirer?

Posted on: April 10th, 2014 by tony

‘The selling game: What happens when you get bought out by an acquirer?’ Bellpenny’s Acquisitions and Sales Director, Dominic Rose, gives the acquirer perspective on IFA acquisitions in an IFAOnline article. You can read the full article here

Bellpenny boosts assets by £21m with 16th acquisition (Citywire)

Posted on: March 17th, 2014 by tony

Bellpenny’s deal with Personal & Corporate Financial Solutions is its 16th acquisition… Read the full article here

Clarity of vision needed if consolidators are to endure: Bellpenny

Posted on: February 27th, 2014 by tony

Not all those on the acquisition trail will survive, and the evidence of this may happen sooner than one expects, Kevin Ronaldson has warned. Read full Financial Adviser story here:

Bellpenny teams up with Charles Stanley for MPS access (Citywire)

Posted on: February 17th, 2014 by tony

Bellpenny’s advisers can now access a suite of low-cost model portfolios through a partnership with Charles Stanley. Read full story here

Diary of an adviser: Penny Speller of Bellpenny

Posted on: February 13th, 2014 by tony

Bellpenny’s Penny Speller is featured in Financial Adviser’s ‘Diary of an adviser’ slot. Read the full piece here

Bellpenny boosts assets by £187m with double acquisition

Posted on: January 9th, 2014 by tony

IFA consolidator Bellpenny has acquired a combined £187 million in funds under management from two IFA firms.

The acquisitions of London-based Actuarial & Investment Services, which advises on £75 million, and Birmingham-based The Hammond Consultancy’s £112 million in funds means Bellpenny has now completed 15 acquisitions.

Read full story on Citywire here

Acquisition frenzy: biggest adviser buys of the year (via Citywire)

Posted on: December 19th, 2013 by tony

A great summary of 2013′s post-RDR acquisition activity by New Model Adviser. And what a busy first year for Bellpenny!

Read the full article here

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