23/3/21 | The Penny Group – Wealth Management – Periodic UpdatesRead More
We use our knowledge to help you realise your life goals. This means taking the time to understand you and your money. Together we’ll build a relationship that uses our expertise to advise you on the right way to manage your money. As your life changes we’ll be there, committed to guiding your finances along the way.
At The Penny Group we believe in providing bespoke financial advice. We’ve built a team of advisers that understand the complexities and nuances of financial planning to provide advice that’s only relevant to you. We offer a deeper understanding and highly personal way of working with clients that others won’t. We realise your finances are unique to you – this is reflected in our working approach and ambition to achieve the right outcome for you and your family. This means building a long-term relationship that uses our expertise to plan for the future.
We create a deeper understanding of what you want from your money and life, by taking the time to evaluate your goals.
We analyse your financial information to make sense of your money. Your finances are reviewed in detail to see if they’re working efficiently.
Using our knowledge and experience we build a recommended strategy. All options are discussed, ensuring you feel satisfied before moving forward.
With your goals in mind, together we’ll create a tailor-made plan that’s right for you. As your goals develop, we’ll stay in touch and help you to monitor your finances.
The Penny Group was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Our educated team is committed to building lasting client relationships for all of life’s eventualities.