Client Testimonial

Retirement Planning

"We have been using the financial services of the Penny Group for over 10 years now, primarily related to retirement planning.

The first step for us involved amalgamating several pension pots into one and this complicated process was achieved seamlessly.

The next stage was to map out what our goals were for retirement and establish a timeline to get an estimated retirement date. Mike Elworthy was the partner who helped us through the various considerations and provided invaluable advice, without doubt the financial model of our future cashflows that Penny Group created was extremely helpful in making some very important decisions.

We are now 4 years on from retirement date and the good quality advice has continued through these very difficult times.

We would thoroughly recommend the Penny Group."

GH, 25 October, 2021

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