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Ascot Lloyd Bellpenny

Ascot Lloyd Bellpenny
2012 FOUNDED
M&A STATUS
201-300 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE
1 FINANCING ROUNDS
37 INVESTMENTS
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.

Formerly Known As
Bellpenny
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • Reading Bridge House
  • George Street
  • Reading RG1 8LS
  • England, United Kingdom

+44 0345 000 0000

Ascot Lloyd Bellpenny Valuation and Funding

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

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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 Formerly PE-Backed Cirencester, United Kingdom 0000 00000000000
0000000000 0000000 Corporate Backed or Acquired Bristol, United Kingdom 0000 00000000000
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Ascot Lloyd Bellpenny Investments & Acquisitions (37)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 000000000 00 23-Sep-2019 000000000000000000 Other Financial Services 00000 00000000
00 000000000 23-Sep-2019 000000000000000000 Other Financial Services 00000 00000000
000000 000000 10-Dec-2018 000000000000000000 Other Financial Services 00000 00000000
00000000 000000000 05-Jan-2018 000000000000000000
Ascot Lloyd Financial Services 04-Jul-2017 Merger/Acquisition Other Financial Services 00000 00000000
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Ascot Lloyd Bellpenny Subsidiaries (5)

Company Name Industry Location Founded
Cranfield Financial Services Other Services (B2C Non-Financial) London, United Kingdom 2006
00 000000000 Other Financial Services Nashville, TN 0000
0000000 0000000000 Asset Management Birmingham, United Kingdom 0000
00000 000000000 00 Acquirer Stockport, United Kingdom 0000
00000 00000 000000 Financing Advisory Reading, United Kingdom 0000
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Ascot Lloyd Bellpenny Executive Team (16)

Name Title Board
Seat
Contact
Info
Nigel Stockton Chief Executive Officer
Matthew Moore Chief Financial Officer
Dominic Rose Director
Simon Youlton Sales Director
Neil Donnelly Chartered Financial Planner

9 Former Executives

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Ascot Lloyd Bellpenny Board Members (5)

Name Representing Role Since Contact
Info
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