Dedicated adviser

You will have access to a qualified financial adviser and support team.

Comprehensive plan

Planning tools are used to create a bespoke plan suited to meet your goals.

Financial peace

You will be reassured knowing that everything has been taken care of financially.

Our Accreditation

We are proud to be one of the few financial firms in the UK to have been awarded Chartered Status, giving us an advantage in terms of professionalism and qualifications. We strongly support our advisers ongoing professional development to ensure they remain as well qualified and technically able as possible.

Who we are

We are a Chartered Financial Planning practice based in London, advising clients nationwide. We have been managing the financial affairs of private clients and their business interests for over a decade. During this time we have formed a close knit business of highly qualified advisers and employees and we want you to feel like you are an extended part of our community.

At the Penny Group we put our clients at the very centre of what we do. We aim to create a deeper understanding of your needs and goals, allowing us to shape a personalised financial plan aiming to help you achieve your desired outcomes in life.

What we do

Whatever life stage you’ve reached, wherever you are on life’s journey and whatever your personal financial goals are, the harder your money works, the more freedom of choice it gives you. We at the Penny Group aim to help you achieve that financial freedom.

We know that your financial situation is unique to you, therefore we tailor our approach by taking the time to create a deeper understanding of you and your money. We aim to simplify the complexities and use the benefit of our knowledge and experience to help you achieve your financial goals.

How can we help

We’re here to help you align your needs, values and goals with your finances, giving you peace of mind knowing that you’re on track to achieve financial independence.

Our financial experts work with you to make informed decisions about your short-term needs and long-term goals. Together, we will construct a comprehensive financial plan through the use of cash-flow modelling to show you the impact of various life events on your finances and ultimately, help you visualise your financial future.

Here are some questions we can help you answer:

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Will I be able to retire earlier than expected?

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Can we afford to pay school fees and move to a bigger home?

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Will I have an Inheritance Tax liability?

How much can I borrow for a mortgage?

Why choose us?

We are a privately owned business with no external shareholders. Our business owners work with clients on a daily basis and understand what matters most to them.

In a recent survey we asked our clients for feedback on the quality of our service and we are pleased to report that:

of clients

would recommend us to family members, friends or colleagues.

of clients

are satisfied or very satisfied with our ability to understand their goals, needs and objectives.

of clients

are satisfied with the overall service provided by the Penny Group.

of clients

believe that the onboarding process was simple and straightforward.

Our awards

In 2023, we were awarded New Model Adviser Top 100 UK advice firm for the sixth year running. We have also been ranked 8th in the Top 100 Financial Advisers as compiled by FTAdviser. The award recognises prominent leaders and outstanding achievements in the UK financial advice community.