The Penny Group
Graeme Morrissey is an experienced financial professional currently serving as a Partner at The Penny Group Ltd, Chartered Financial Planners, since November 2010. Previously, Graeme held the position of Designated Member at Openwork Partnership LLP from July 2016 to December 2023 and served as an Associate Partner at Openwork from January 2009 to October 2010. Graeme holds a BA in Economics from the University of Nottingham and has furthered education at Harvard Business School in 2007. Graeme's early education was completed at Merchant Taylors' School, Crosby, from 1996 to 2003.
This person is not in any teams
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