About Us

We are a chartered financial planning firm, providing wealth management services to private clients, families and businesses.

Our role as financial planners is to get to know you and understand your life goals and objectives in order to recommend a personalised financial plan to help you get there. We act as a trusted adviser to help you grow, manage and preserve your wealth.

About us 2

Our founders

The Penny Group’s founders are Chartered Financial Planners who have been working together in the financial services industry since 2007. They have accumulated a wealth of knowledge and experience across all aspects of financial planning.

The business founders work with clients on a daily basis, over the years they have developed long lasting client relationships and helped many people meet their financial goals.

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Our history

Our roots stem from London, the birthplace of the Penny Group. We were founded in 2010 with a belief that a deeper understanding of financial services was essential to offering the right bespoke advice.

Over the years we have successfully grown our business, reputation and service offering. Throughout our history, we’ve kept our focus on building relationships and providing a level of service that encourages our clients to recommend and refer us to others.

Today, we are responsible for close to £1 billion of Assets Under Management for clients who trust us to deliver returns.


The Penny Group was founded in London and joined Openwork Limited increasing the service offering.


A new mortgage service was established and a dedicated team created.


Began acquiring other Openwork practices, ultimately increasing the client base.

Chartered Standard Corp FP Gold RGB


Achieved Corporate Chartered Financial Planner status.


Awarded NMA Top 100 UK advice firm sixth year running. Assets Under Management close to £1bn.

Meet the team

We are a caring, knowledgeable and experienced team of financial services professionals.

Every member of our team is here to ensure that our clients benefit from a personalised service which aims to deliver financial peace of mind.

Meet the team


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.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Get in touch

Email info@thepennygroup.co.uk or call 0207 061 2345 if you have any questions or should you wish to speak to one of our advisers.