The deal allows Bellpenny to offer access to Brooks Macdonald’s discretionary investment services to its clients through a range of product structures, including Isas, self invested personal pensions, small self administered pension schemes and individual trusts.
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Bellpenny, which advises on around £400 million of assets, said it had secured preferential terms as a result of its size.
Kevin Ronaldson, chief executive of Bellpenny, said: "This strategic alliance further strengthens Bellpenny’s client proposition. It will enable clients to take advantage of Brooks Macdonald’s research-driven approach to delivering strong and consistent risk-adjusted returns."
BMAM joint managing director Andrew Shepherd said: "Bellpenny is a very exciting business and one that is destined to grow rapidly.
"We were delighted that they have chosen to work with Brooks Macdonald and that we are in at the beginning of their journey to become a major force in the advisory space in this new post-RDR world."
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