About Mary
I joined The Penny Group as a Trainee Financial Planner after graduating with a First Class degree in Accounting and Finance, along with a Diploma in Financial Advice from LIBF and the CeMAP qualification.
In the financial services industry, advice is often likened to a car’s windscreen—focused on looking ahead—while accounting serves as the rear-view mirror, reflecting the past. My passion for financial planning stems from my desire to help clients look forward, crafting tailored financial strategies that empower them to achieve their goals. I am deeply committed to delivering positive, meaningful outcomes for clients and am excited to continue this journey in helping them succeed.
