Client stories
Investment, retirement planning, mortgage and life insurance
"My wife and I have been with the Penny Group since their inception. They offer a bespoke combination of expert advice, client focus and a friendly approach which marks them out from other financial advisory firms we have dealt with previously. They have helped us with all our major investment decisions in recent years and their cashflow modelling has given us great peace of mind when undertaking our retirement planning.
They take great care in understanding our individual needs and risk appetites and tailor their offering accordingly. Aside from investment decisions and retirement planning, they have also provided us with a one-stop shop for our other financial needs including arranging our BTL mortgage and our life insurance and critical illness cover.
In short, we view our relationship with the Penny Group as a lifelong partnership and cannot recommend them highly enough."
L, September 27, 2021
