Investment Management

Investment management involves creating a strategy to help you manage your investment portfolio and other financial assets for both short-term and long-term growth.

The aim is to meet your investment goals, whether that’s preserving or growing your wealth or receiving a regular income.

Our investment management service involves choosing your investments and ensuring we react quickly to any changes in the market, whilst keeping you informed at all times.

IM picture

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.

Our investment solutions

Our investment solutions offering is provided through our specialist fund management company Omnis Investments and Openwork Wealth Services Limited. Omnis Investments has a dedicated Investment Committee and Chief Investment Officer, Robert Jeffree.

With our own Chief Investment Officer and Investment Committee, we can provide you with real time access to our in house investment thinking and decisions whilst at the same time accessing high quality fund managers and research.

Robert quote

Introducing the Omnis Managed Portfolio Service (OMPS)

The informative video below explains the journey clients take when deciding to invest in one of Omnis Investments OMPS portfolios.

Our approach

We follow a six-step consultative approach to ensure you receive personalised financial advice.

Steps one and two form the initial no obligation consultation where we agree how we work together and is at our expense.

Our advisers will guide you through each step at a pace that suits you and together we will formulate your financial plan.

  • 1. Setting goals
  • 2. Gathering information
  • 3. Performing analysis
  • 4. Designing strategy
  • 5. Implementing
  • 6. Regularly reviewing

Our advice framework

View our six-step approach in more detail

Areas of expertise

Imgonline com ua shape k X Ct JY8 TOF9f W
Individual Savings Accounts (ISA)
Imgonline com ua shape V Quv Bx R Fu6u As U1 N
General Investment Accounts (GIA)
Imgonline com ua shape s G Aep U Gv Ww W
Insurance bonds
Imgonline com ua shape i Xh9xh D Bm Tn
Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS)

Venture Capital Trusts (VCTs) and Enterprise Investment Schemes (EISs) are higher risk investments which are aimed at sophisticated and wealthy investors who can afford to take a long-term view.

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.

HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen.

Schedule a meeting with an adviser

Email info@thepennygroup.co.uk or call 0207 061 2345 if you would like to schedule in your initial consultation with one of our experienced advisers.