BELLPENNY COMPLETES £21M FUM PURCHASE OF PERSONAL & CORPORATE FINANCIAL SOLUTIONS

 Bellpenny, the national wealth manager and IFA acquirer, has announced the acquisition of Essex-based Personal & Corporate Financial Solutions (PCFS). This brings the number of completed Bellpenny deals to date to 16.

BELLPENNY Completes £21m Fum Purchase Of Personal & Corporate Financial Solutions
BELLPENNY Completes £21m Fum Purchase Of Personal & Corporate Financial Solutions

The acquisition encompasses £21m of funds under management with most clients living in the Essex area.

Bellpenny’s CEO Kevin Ronaldson commented:
“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.”

Former majority shareholder of PCFS, John Keesing, said:
“My thanks to Kevin and his team for helping to make the sale of the business such a professional, pain-free process. I have complete confidence that Bellpenny will ensure clients continue to receive the very highest level of care and attention.”

DON’T MISS OUT!
Subscribe To Our Newsletter
Be the first to get the latest updates and exclusive content straight to your inbox.
Submit
Give it a try, you can unsubscribe anytime.
DON’T MISS OUT!
Subscribe To Our Newsletter
Be the first to get the latest updates and exclusive content straight to your inbox.
Submit
Give it a try, you can unsubscribe anytime.
Close