Ascot Lloyd merger with Bellpenny

Charles Russell Speechlys has advised the shareholders of advisory firm, Ascot Lloyd, on its merger with Bellpenny, a national wealth management company.

Ascot Lloyd is a leading national independent advisory firm providing personal and professional financial advisory services to individual and corporate clients. The combined firm will have over 100 advisers, more than 40,000 clients and some £6 billion assets under management. Ascot Lloyd and Bellpenny will continue to operate under their existing brands, drawing on a combined wealth of experience and prominent market standing.

Nigel Stockton and Matthew Moore of Bellpenny will lead the management team of the merged firm, as chief executive and chief financial officer respectively. Richard Dunbabin and Pat O’Hara of Ascot Lloyd will remain involved in the business as advisers to the management team.

The Charles Russell Speechlys team was led by Mark Howard (Picture), assisted by Tom Smitham, Emily Davies and Nathan Lightman of the Corporate team, with support from a number of specialists including Martin Griffiths (Tax) and Emily Chalkley (Employment).

Involved fees earner: Mark Howard – Charles Russell Speechlys; Tom Smitham – Charles Russell Speechlys; Emily Davies – Charles Russell Speechlys; Nathan Lightman – Charles Russell Speechlys; Martin Griffiths – Charles Russell Speechlys; Emily Chalkley – Charles Russell Speechlys;

Law Firms: Charles Russell Speechlys;

Clients: Ascot Lloyd ;

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