About the Penny Group

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A deeper understanding

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.


Our approach

Understanding you

We create a deeper understanding of what you want from your money and life, by taking the time to evaluate your goals.

Our approach

Understanding your finances

We analyse your financial information to make sense of your money. Your finances are reviewed in detail to see if they’re working efficiently.

Our approach

Understanding your choices

Using our knowledge and experience we build a recommended strategy. All options are discussed, ensuring you feel satisfied before moving forward.

Our approach

Understanding your future

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.

 

Our partners

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.

Adam Roberts

Partner, Chartered Financial Planner

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Clement Cowley

Partner, Chartered Financial Planner

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Graeme Morrissey

Partner, Chartered Financial Planner

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Mike Elworthy

Partner, Chartered Financial Planner

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Opportunities at The Penny Group

If you are ambitious and are looking for career opportunities within wealth management, we would love to hear from you.

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