Ascot Lloyd Bellpenny Overview

  • Founded
  • 2004
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 224
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 42

Ascot Lloyd Bellpenny General Information

Description

Provider of financial services in the United Kingdom. The company's services include retirement planning, private investment, inheritance tax and estate planning, personal finance, and retirement finance protection.

Contact Information

Formerly Known As
Bellpenny
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Primary Office
  • Reading Bridge House
  • George Street
  • Reading RG1 8LS
  • England, United Kingdom
+44 0345 000 0000
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Ascot Lloyd Bellpenny Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Ascot Lloyd Bellpenny Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of financial services in the United Kingdom. The company's services include retirement planning, private invest
Consulting Services (B2B)
Reading, United Kingdom
224 As of 2014
0000000000

00. 0000

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00000 0000000000 00000000
Cirencester, United Kingdom
0000 As of 0000
0.000 0000-00-00
00000000000

00000000

nsequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat null
00000 0000000000
Bristol, United Kingdom
0000 As of 0000
00000000000
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Ascot Lloyd Bellpenny Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
St. James's Place Wealth Management Formerly PE-Backed Cirencester, United Kingdom 0000 00000000000
0000000000 0000000 Corporation Bristol, United Kingdom 0000 00000000000
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Ascot Lloyd Bellpenny Executive Team (19)

Name Title Board Seat Contact Info
Nigel Stockton Chief Executive Officer
Matthew Moore Chief Financial Officer
Dominic Rose Director
Rachel Lines Group Operations Director
Steven Lloyd Investment Director
You’re viewing 5 of 19 executive team members. Get the full list »

Ascot Lloyd Bellpenny Board Members (5)

Name Representing Role Since
00000000 0000000 Ascot Lloyd Bellpenny Board Member 000 0000
000000000 000000 Self Board Member 000 0000
00000000 00000000 Ascot Lloyd Bellpenny Board Member 000 0000
000000 000000 Oaktree Capital Management Board Member 000 0000
00000 000000 Ascot Lloyd Bellpenny Board Member 000 0000
To view Ascot Lloyd Bellpenny’s complete board members history, request access »

Ascot Lloyd Bellpenny Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Ascot Lloyd Bellpenny Investments & Acquisitions (42)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 0000000 22-Jun-2020 000000000000000000 Other Financial Services 00000 00000000
0000 0000000000 00 31-Mar-2020 000000000000000000 Other Financial Services 00000 00000000
0000000 000000 000 01-Jan-2020 000000000000000000 Asset Management
0000000 0000 00000 01-Jan-2020 000000000000000000 Other Commercial Products 00000 00000000
Prest Financial Planning 23-Sep-2019 Merger/Acquisition Other Financial Services 00000 00000000
You’re viewing 5 of 42 investments and acquisitions. Get the full list »

Ascot Lloyd Bellpenny Subsidiaries (5)

Company Name Industry Location Founded
Fitzroy Wealth Management Asset Management Glasgow, United Kingdom 2011
000000000 00000000 Other Services (B2C Non-Financial) London, United Kingdom 0000
00 000000000 Other Financial Services Nashville, TN 0000
0000000 0000000000 Asset Management Birmingham, United Kingdom 0000
00000 000000000 00 Acquirer Stockport, United Kingdom 0000
To view Ascot Lloyd Bellpenny’s complete subsidiaries history, request access »