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The Penny Group logo — Chartered Financial Planning practice based in London advisi...

The Penny Group

Chartered Financial Planning practice based in London advising clients nationwide.

Founded 2010 United Kingdom London, United Kingdom 90 employees

General Information

Company Name The Penny Group
Founded Year 2010
Location United Kingdom London, United Kingdom +1
Employees 90
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About The Penny Group

At the Penny Group we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals. This means taking the time to understand clients and their money. Together we build a relationship that uses our expertise to advise on the appropriate plan to manage their finances. As life changes we’ll be there, committed to guiding their finances along the way. Our services ● Investments & Pensions ● Protection and life insurance ● Retirement & Estate Planning ● Asset protection and school fees ● Inheritance Tax planning ● Mortgages* *YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE 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 We help clients ● Understand and for them to take control over their finances and future ● Arrange a comprehensive financial ‘cushion’ to plan for unexpected expenses and emergencies ● Save towards key goals like a house purchase or retirement ● Strengthen their financial position, allowing them to make well-informed choices and enjoy life more ● Make their money work harder in order to give clients opportunities like retiring early, pursuing studies or simply spending more time with loved ones ● Mitigate the financial impact should they lose their job, or be unable to work due to illness ● Assess the best way to reduce their potential inheritance tax bill ● Ensure family needs are met should something happen to them ● Buy their first home, finance their next investment property or refinance an existing investment ** **COMMERCIAL LOANS AND SOME BUY-TO-LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. Approved by The Openwork Partnership on 08/08/2023

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The Penny Group Alternatives & Competitors

The Penny Group vs
Headway Wealth
Headway Wealth United Kingdom

Helping you reach your full financial potential.

14 employees
Financial Services, Wealth Management
The Penny Group vs
Furnley House
Furnley House United Kingdom

Your Financial Planning Partners.

45 employees
Financial Services, Life insurance
The Penny Group vs
Humboldt Financial
Humboldt Financial United Kingdom

Integrity. Excellence. Ownership.

22 employees

FAQ About The Penny Group

Chartered Financial Planning practice based in London advising clients nationwide.
The Penny Group was founded in 2010.
The Penny Group is headquartered in London, United Kingdom.
The Penny Group has approximately 90 employees.
Top alternatives and competitors to The Penny Group include Headway Wealth, Furnley House, Humboldt Financial, Vizion Wealth LLP - Chartered Independent Financial Planners, Gregory Ricks & Associates. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
The Penny Group and Headway Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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