"Tudor is proactive, very responsive and a pleasure to deal with."
Your property may be repossessed if you do not keep up repayments on your mortgage
Chartered financial planners and wealth managers in London, Surrey and the Midlands
The Penny Group is a Chartered financial planning and wealth management firm.
We provide personalised financial advice to individuals, families and business owners across investments, pensions, mortgages and long-term financial planning. 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.
At The Penny Group, our mission is to provide clear, personalised financial planning and wealth management advice that helps clients make confident decisions throughout their lives. As Chartered financial planners, we focus on simplifying complex financial matters and building long-term relationships.
We are professional and accountable
We are dedicated, ambitious and always striving to improve
We enjoy what we do, working hard and also working smart
We are generous and selfless
We are a meritocracy
Since our founding in 2010, The Penny Group has grown from a small advisory practice into a well-established Chartered financial planning and wealth management firm. Over the years, we have built long-term relationships with clients across London and the UK by providing clear, personalised financial advice covering investment management, pensions, mortgages and holistic financial planning.
Our growth has been driven by a consistent focus on high professional standards, bespoke advice and helping clients make confident decisions about their financial futures.
Your property may be repossessed if you do not keep up repayments on your mortgage
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.
What makes The Penny Group different is our commitment to truly personalised, long-term advice. As a Chartered firm, we combine high professional standards with a friendly, relationship-led approach, taking time to understand each client’s goals before creating a clear, joined-up financial plan. As part of the Openwork Network, we have access to solutions from across the market, helping clients make confident decisions at every stage of their financial journey.
Financial planning can benefit anyone who wants greater clarity, confidence and control over their finances. It is particularly valuable for busy professionals, business owners, families building long-term security, individuals approaching retirement, and those managing significant savings or investments. At every life stage, structured advice helps turn financial goals into a clear, achievable plan.
Our main office is in the City of London, and we have offices in Woking, Sutton Coldfield, Hungerford and Farnham.
The title Chartered Financial Planners is awarded to companies that make a public declaration of their commitment to professional standards. It is granted by the Chartered Insurance Institute (CII), the professional body for personal finance, dedicated to building trust in the insurance and financial planning profession.
Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values. These include
putting customers’ interests first, investing in ongoing development of their people’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of the profession.
The difference we make, told by the people we help every day
