At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals.  

This means taking the time to understand clients and their money. Together we build a relationship that uses our expertise to advise on the appropriate plan to manage their finances. As life changes we’ll be there, committed to guiding their finances along the way. 

Our services 

●	Investments & Pensions
●	Protection and life insurance
●	Retirement & Estate Planning
●	Asset protection and school fees
●	Inheritance Tax planning
●	Mortgages*

*YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE

THE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED

We help clients
 
●	Understand and for them to take control over their finances and future
●	Arrange a comprehensive financial ‘cushion’ to plan for unexpected expenses and emergencies
●	Save towards key goals like a house purchase or retirement
●	Strengthen their financial position, allowing them to make well-informed choices and enjoy life more
●	Make their money work harder in order to give clients opportunities like retiring early, pursuing studies or simply spending more time with loved ones
●	Mitigate the financial impact should they lose their job, or be unable to work due to illness
●	Assess the best way to reduce their potential inheritance tax bill
●	Ensure family needs are met should something happen to them
●	Buy their first home, finance their next investment property or refinance an existing investment **

**COMMERCIAL LOANS  AND SOME BUY-TO-LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. 

Approved by The Openwork Partnership on 08/08/2023

Finance

FinTech

Insurance

Investment Management

Personal Finance

Retirement

The Penny Group

The Penny Group's headquarters in London, United Kingdom

Matthew Grimes

Sanjay A.

Alice Williams

Jenny Morton

Dan Foley McIm

Keith Carlson

Ashwin Gopaul

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People (20)

Matthew Grimes

Ashwin Gopaul

Lorna Mills

James Klysz

Keith Carlson

Mike Elworthy

Jacques Davies-Cren

Michael Bowyer Dippfs

Steve Chambers Fpfs

Sanjay A.

James Hobbs Apfs

Ella Faulkner Dippfs

Giorgio Michael

Charlie Byrne

Tom Swindlehurst

Miren Patel Dippfs

Dusi Raviendran Dippfs

Dan Foley McIm

Graeme Morrissey

Jenny Morton

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