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West Surrey Financial Services
The Penny Group continues to grow in 2018 with it's acquisition of West Surrey Financial Services.
Following a full and varied career in financial services, spanning some 50 years, David Barkley decided it was time to retire, and focus on some of his other interests. As with other practices that have approached The Penny Group, one of David's biggest concerns was to ensure the continuity of service for all his clients. With this in mind, and after some careful consideration, David decided that The Penny Group was best placed to provide this. Being one of the largest practices within the Openwork Network, and already holding their Chartered Status, David felt we would be best equipped to meet all his clients needs, both now, and on an ongoing basis.
Importantly, The Penny Group have the expertise, infrastructure, and energy to provide the high level of service that David wanted his clients to receive and that he had found increasingly difficult to provide as a small practice.
Of course, we were delighted to take this opportunity and are very pleased to have David on board as a non-advisory consultant, whilst we ensure a smooth transition.
W.S.F.S. represents yet another great addition to The Penny Group stable and further consolidates our continuing plans for expansion.