Bellpenny has grown both by acquisition and organically (where existing clients refer their friends to us). We continue to look to acquire businesses where we know we can add value to the clients who join us.
The focus for us, when having discussions with any firm, is ensuring that a deal will result in a beneficial outcome for the clients concerned. Too often in financial services clients are seen as short term profit generators and people forget that the value lies, for both parties, in developing and achieving a financial plan over the long term.
We have a dedicated acquisition and integration team who ensure that all new clients who join us are fully informed and seen quickly post completion of a deal. A testament to this is that the vast majority of clients stay with us and are happy in the knowledge they are being looked after.
Business owners can take comfort from the fact that we are financially secure and have a proven track record. If you would like to have a confidential discussion with us about your business then please get in touch.
"We have a tried and tested acquisitions model which provides certainty for business owners and, more importantly, ensures that clients' financial planning needs are catered for in the long term by a strong, national business with local presence."