Bellpenny gains 21m FUM

After completing its 16th deal, IFA consolidator Bellpenny now oversees £1.45bn funds under management.

Bellpenny gains 21m FUM
1 minute
The number of deals completed by the firm so far totals 16, bringing funds under management to £1.45bn.
 
“We welcome clients of PCFS into the Bellpenny fold and we look forward to helping them build and maintain highly-effective long-term financial plans,” ceo Kevin Ronaldson said. 
 
Last month, Bellpenny partnered with Charles Stanley Pan Asset to enable financial planners to match clients with optimal portfolios. The firm has been on an acquisition trail since announcing its target of £1bn FUM for 2013, bypassing this initial target by December last year.  
 
 

 

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