Sedulo launches wealth management service
Accountancy firm Sedulo has launched a wealth management arm offering holistic financial advice, bucking the recent trend of accountancy firms exiting the advice market following the implementation of RDR.
Bellpenny
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Bellpenny completes eighth acquisition
Bellpenny has completed its largest acquisition to date with the purchase of The Country Partnership, a financial planning firm with around £200m under management putting itself on course to achieve its year-end target of £1bn under management ahead of schedule.
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IFA acquires smaller firms in RDR fallout
IFA Bradbury Hamilton has made two acquisitions adding £35m to its assets under advisement and a further 450 clients to its books.
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Bellpenny welcomes next acquisition to the fold
Bellpenny has announced its acquisition of Price Bailey’s client bank and funds under management, its second accountancy IFA acquisition in less than a week.
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Bellpenny on the acquisition trail
Acquisitive wealth manager Bellpenny has completed the purchase of Monmouthshire IFA (MIFA), boosting its total funds under management to beyond £400m.
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new wm targets 60 ifa firms
Wealth manager Bellpenny is targeting up to 60 IFA acquisitions in the next 18 months and its current deals pipeline could see assets under advisement swell to around £1bn, according to a company spokesperson.