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 over £1 billion of Assets Under Management for clients who trust us to deliver returns.
2010
The Penny Group was founded in London and joined Openwork Limited increasing the service offering.
2014
A new mortgage service was established and a dedicated team created.
2016
Began acquiring other Openwork practices, ultimately increasing the client base.
2018
Achieved Corporate Chartered Financial Planner status.
2023
Awarded NMA Top 100 UK advice firm sixth year running. Assets Under Management close to £1bn.
