Client Portals
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 Client Portals
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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.

Omnis's 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.

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Investment solutions

With more than £10 billion of assets under management, Omnis is one of the UK’s largest asset managers. Working exclusively for the clients of The Openwork Partnership, a network of 4,200 financial advisers across the country, and 2plan wealth management, we help people look forward with confidence and optimism.

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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

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Individual Savings Accounts (ISA)
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General Investment Accounts (GIA)
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Insurance bonds
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Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS)

DON’T INVEST UNLESS YOU’RE PREPARED TO LOSE ALL THE MONEY YOU INVEST. VCTS AND EISS ARE HIGH-RISK INVESTMENTS. YOU MAY NOT BE ABLE TO ACCESS YOUR MONEY EASILY AND ARE UNLIKELY TO BE PROTECTED IF SOMETHING GOES WRONG.

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.