Bellpenny pushes £3bn in assets after £300m IFA deal
National wealth manager Bellpenny has acquired Essex-based financial adviser Unizone Ltd, bringing in more than 2000 active clients and £330m of funds under management. Bellpenny’s 23rd acquisition will see Unizone’s financial planners and more than 20 support staff join the firm. Unizone’s existing office in Coggeshall will be retained under…
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