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Bellpenny acquires GBP100m FUM IFA Entire Wealth Management Ltd

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Bellpenny has completed the acquisition of Entire Wealth Management Ltd. Based from its Head Office in Walton-on-Thames and providing national coverage, the IFA brings GBP100m of funds under management and more than 1000 active clients.

Bellpenny’s CEO Kevin Ronaldson (pictured), says: “Six months on from implementation of The RDR, we’re seeing no evidence of a decline in interest from prospective sellers of IFA businesses. This has enabled us to remain very selective in our acquisition strategy. Entire Wealth Management, with its high-quality client bank, is yet another excellent fit. Our focus remains on continuing to grow the business at a pace consistent with delivering a premium service to clients.”
 
Simon Youlton, Managing Director of Entire Wealth Management Ltd, says: “Entire has become a recognised brand after four years of exponential growth, driven by maximizing opportunities within the marketplace. In light of the new dynamics of the post-RDR financial planning industry, this deal represents the best way forward for Entire’s clients, staff and owners alike.
 
The Bellpenny team has built a next-generation advisory operation that is an excellent cultural fit with our own and, with the full backing of our staff, it makes complete sense to be part of this exciting business. The wealth management proposition that’s being delivered means the financial futures of clients will be in the safest of hands.”
 
Bellpenny’s Acquisitions and Sales Director Dominic Rose, says: “We are building a business which has the necessary economies of scale to enable all our clients to receive affordable, high-quality advice. From day one, our core priority has been to establish the optimum blend of people and technology so that we can deliver outstanding service to clients, consistently and cost-efficiently.”

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