The Penny Group
Dan Foley MCIM is an experienced marketing professional with a diverse background in managing marketing strategies across various sectors. Currently serving as the Marketing and Communications Manager at The Penny Group, Dan has previously held significant roles such as Marketing Manager at Columbia Threadneedle Investments EMEA APAC, where responsibilities included overseeing a £1m+ budget and integrated marketing efforts for multiple investment products. Experience at PCF Bank involved establishing the first dedicated marketing strategy, while roles at ECI Partners LLP, Stanhope Cooper, and the Chartered Insurance Institute focused on digital marketing and product promotion. Dan's expertise extends to managing marketing for consumer brands, trade publications, and client relations in international distribution, underpinned by a Professional Diploma in Marketing from the Chartered Institute of Marketing and a BA in History from the University of Leeds.
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The Penny Group
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