Company news
While this achievement reflects the progress we have made as a firm, it would not have been possible without the trust and confidence our clients place in us every day. We would like to take this opportunity to sincerely thank all our clients for choosing The Penny Group to support them on their financial journey.
Over the years, we have remained committed to providing high-quality financial advice and personal service, helping clients navigate life’s opportunities and challenges with confidence. Over the last 12 months clients rated their likelihood to recommend us at an average of 9.58 out of 10*, which is an exceptionally strong result and indicates very high levels of customer satisfaction and advocacy. Reaching £2 billion in Assets Under Advice is a testament not only to the growth of our business, but also to the strength of the relationships we have built with our clients and professional partners.
“It’s been fantastic to see the growth of the company over the last few years, and achieving a further milestone of £2 billion Assets Under Advice is evidence that our strategy is delivering results. It’s also important to pay tribute to our dedicated colleagues, who strive every day to deliver the highest standards of service and advice to our clients and have helped propel our growth.”
As we celebrate this achievement, we also recognise the contribution of our talented colleagues across The Penny Group, whose expertise, professionalism and commitment continue to make a difference to our clients’ lives.
Looking ahead, we remain focused on investing in our people, technology and services to ensure we continue delivering the exceptional client experience that our clients expect from us. The financial planning landscape continues to evolve, creating exciting opportunities for both our clients and our business, and we are excited about what the future holds.
Thank you to all our clients for being part of our journey. We look forward to continuing to support you and your families for many years to come.
*TPG net promoter score via Vouchedfor, 12 month rolling average as of June 2026
