We are an Independent Financial Planning practice of highly qualified and experienced individuals with extensive market knowledge. Whilst we pride ourselves in being a general practice, we have specialists in house to ensure our clients can receive the right advice from those best qualified.
Obtaining the right independent financial advice is paramount and we are confident that we have a team of advisers with the right tools to satisfy any clients' needs regarding Pensions, Investments, Protection or Mortgages. Our overall aim is to communicate our approach to any individual or company who has a desire to improve their financial situation, irrespective of their financial status.
The firm fully embraces the latest technology to maximise planning time for advisers and minimise client cost. Please view our demo client site to experience the benefits of this technology.
For an initial enquiry or a comprehensive financial review please email firstname.lastname@example.org or call us on 01344 988390.
A massive thank you to Bob for all the help and support in arranging my mortgage and protection. You made a stressful situation that little less stressful and couldn't have been more helpful.
We were so glad we chose David. He worked so quickly and efficiently to make the process as easy for us as possible. He was always very welcoming and helpful on the phone and very responsive to emails. He was a pleasure to work with and found us the best deal for our mortgage.
Keith's advice and the manner in which he engages with clients' is both professional and personable (the complete opposite to my recent experience with the High Street banks). I am confident that I now have a portfolio that reflects my needs and will grow in the manner that I expect. All my pensions and investments are now on line through the Pennymatters portal, meaning that I can view the performance at any time. I would highly recommend Pennymatters as the IFA of choice.
James is honest, patient, and always ready to go the extra mile to make things happen for my best interests. He also has vision, knowledge and thinks out of the box. I look forward to seeing great results from the financial strategy we have put in place together!
I have always felt confident you understand the mortgage market thoroughly as well as the aspects of client finance that go with obtaining and sustaining a mortgage (or two).
I would always recommend your services Matthew and should I need another mortgage product I shall be picking up the phone to you once more.
We contacted Matthew to help us find a mortgage in early 2011. We had a challenging brief for him due to our personal circumstances and we were delighted when, through his hard work, endless patience and excellent negotiation skills, we were offered a mortgage which met our original brief.
Moving house can be stressful but by choosing Pennymatters we felt very comfortable and clear on everything at all times. Thanks again for providing an excellent service. We will be recommending you to our friends and family.
Buying our first home was very stressful but with the help from Pennymatters and Matthew Rickett it was so much easier and understandable. They took the pressure of us and gave us really good support and advice.
Matthew acts a conduit towards the complex financial markets – he simply plugs you in and detangles anything remotely financial-technical and assists in a way that does not patronise, and at the same time, ensures that you do not go above your station when considering risk assessments associated with financial decision making.
Gordon & Renata McCulloch
It is very reassuring to have an advisor who one can trust, who is able to respond to one's needs with confidence and who brings financial understanding down to lay-man's terms. Andrew always backs up his visits with written detail of new suggestions and has always been available on the telephone to deal with our queries.
Mr & Mrs Parsons
Andrew has been providing sound financial advice to us for the past 8 years. His professional, yet friendly and open manner inspires trust and confidence. We are more than satisfied with the service we receive and will continue to seek financial advice from Andrew for many years to come.
Mr & Mrs Mackenzie
We have had the pleasure of knowing Andrew for over 5 years now. He has an intimate knowledge of investment portfolio management, is ever alert to fluctuations in the markets which he monitors diligently and is always ready to discuss and advise on any aspect of fiscal concern.
Mr & Mrs G of Camberley
Hi Mike thank you for all your help once again and for making the re-mortgage and insurance change over plain sailing. Once again you have provided an outstanding service and I would not hesitate to recommend and use you in the future.
Through recommendation we contacted Martin who immediately got to terms with our requirements to arrange our finances - pension, insurance policies and investment plans. To date we have been very impressed with the handling of our finances and feel confident at last, that our finances are being "managed
John de Freitas
For the past five years I have established an extremely good relationship with Keith. This has been for both personal and business affairs. Using Keith as a single point of contact I have been able to funnel all my financial and business concerns into positive outcomes.
The importance of having sound and relevant advice is something I value very highly. The day I appointed Keith as my personal financial advisor was one of the best decisions I have made relating to my financial security and future wealth. Keith is a true professional in his.
I have known Keith, and indeed utilised his services as an IFA, for over 20 years. I firstly used his services in a personal capacity but when I took over as the MD of Drive & Survive UK PLC I had no hesitation in placing all of the Company's business with Keith.
Keith is without doubt on-the-ball with regard to a wide range of investment products and wrappers but will also try new approaches where necessary. He never pushes the decision making process, listens to and takes into account my own ideas and always lays out openly and clearly what options are available and the respective pros cons and costs.
Dr John Wolstencroft
Andrew has proved to be a good and reliable financial advisor to me and my daughter and I would highly recommend him to anyone needing financial advice.
Richard became our IFA in 2009 and has continued to provide an excellent service. One of the key benefits has been the organisation of investments and policies, both for our staff and personally. His explanation of the investment strategy and type of product have been paramount to successful growth and returns. We would certainly recommend Richard and Pennymatters to any other individual or SME business.
Building 329, Doncastle Road
Bracknell, Berkshire, RG12 8PE
Tel: 01344 988 390
Fax: 01344 988 394
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Registered office: Pennymatters Ltd, Doncastle House, Doncastle Road, Bracknell, Berkshire RG12 8PE. Registered in England and Wales Number: 07331832
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