Pennymatters is a new firm of financial advisers offering a modern approach to independent financial advice.
The combined experience of the directors and advisers is in excess of 130 years and the firm already boasts a list in excess of 2500 happy clients from all walks of life, who are all going to receive an improved level of service.
The firm fully embraces the latest technology to maximise planning time for advisers and minimise client cost and thus enhance the client experience and has designed a unique range of processes to further optimise the overall wealth of each client - this includes our offering a carefully designed range of quarterly monitored portfolios for any existing investment or pension provider for any client whether they are just starting to build their wealth or bring with them a range of existing funds.
|Financial Services & Advice - Independent Financial Advisor|
11 advisers supported by 3 administration staff.
Obtaining the right independent financial advice and understanding, no matter what is required, is now a certainty and we have a team of advisers with all the right tools available to satisfy any potential client irrespective of their particular need. Our overall aim is to not specialise in one area of financial planning but to be able to communicate our approach to any individual or company who has a desire to improve their financial situation irrespective of their financial status and needs.
Pennymatters Limited is authorised and regulated by the Financial Services Authority. Our FSA number is 530681.
Pennymatters Limited, Suite 2.7 Doncastle House, Doncastle Road, Bracknell, RG12 8PE
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP THE REPAYMENTS ON YOUR MORTGAGE
Area of Business
Savings and Investments
Buildings and Contents
Our income normally comes from commission from product providers we write business with or fees paid to us by our clients. Whenever commission is available to us you can choose whether to pay us by allowing us to keep the commission or by paying us a fee instead. this is in line with standard industry practice. We will tell you how much the commission is before the transaction.