British wealth manager Bellpenny has completed the purchase of Cheltenham-based financial planning firm The County Partnership for an undisclosed sum.
With almost £200 million funds under management, it is Bellpenny’s biggest purchase to date. It takes the company’s total assets under advice to over £850 million, and total individual adviser numbers to over 20.
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Two of The County Partnership’s three owner-directors – Henry Hodgkins and Andy Thatcher – are joining Bellpenny’s financial planning team, while Mark Helmke will retire.
Bellpenny said that it will retain The County Partnership’s current offices in Cheltenham. From there, the team will look after existing clients as well as building Bellpenny’s presence in the surrounding region.
Bellpenny director of acquisitions and sales, Dominic Rose, said: "It is another example of our open-minded and pragmatic approach to transactions. In this instance it has allowed one of their owner-directors to retire, while enabling the two others to join the Bellpenny team."
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