Our Mission and Vision

At the heart of everything we do is a desire to improve the lives of our clients by removing complexity and stress from their financial affairs.

Our aim at the Penny Group is to develop a deeper understanding of our clients goals and aspirations so that they're financially equipped for every life stage. We want our clients to know that their finances are in safe hands and their financial goals are achievable. Every single client relationship is important to us and delivering a positive outcome is what we strive for.

Financial planners at The Penny Group

Core values

Our values are more than just the characteristics that define us as a company or the shared attitudes of the people who make up the firm. They are our promise to clients and to each other:

  • 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

Our culture

Our culture is inspired by our values.

We believe that continuous improvement, collaboration and community are key to building an environment that allows teams to thrive and achieve personal and professional success.

Financial planners at The Penny Group

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.