The Penny Group
Jenny Morton is an accomplished financial professional with extensive experience in various leadership roles across the investment and finance sectors. Currently serving as Financial Director at The Penny Group since October 2023, Jenny previously held significant positions at ThinCats, including Head of Investor Reporting and Head of Group Finance, where responsibilities encompassed overseeing a £700m institutional portfolio and contributing to the acquisition team. Prior to ThinCats, Jenny worked at Hermes Fund Managers as Head of Business Partnering - Finance, and held positions at Aviva Europe, New Star Asset Management, and Staples Rodway - Auckland as an Auditor. Jenny Morton holds a Bachelor of Commerce and a Bachelor of Arts from The University of Auckland, focusing on Accounting and Japanese.
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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