Working for your financial prosperity
We believe that great financial advice is central to building a more certain financial future for our clients.
As qualified financial advisers, we have access to the most up to date technology to ensure we provide peace of mind that your financial future is more secure as a result of working with us.
For an initial enquiry or a comprehensive financial review please email enquiries@pennymatters.co.uk or call us on 01344 988390.
Engagement
An introductory meeting to fully explain how our service works, identify your primary objectives and to provide an outline of our fees and costs.
Discovery
Here we start to fully understand your objectives so we can develop well defined goals.
Research & Analysis
We do this by utilising the latest independent research tools.
Recommendation
We will discuss your Personal Finance Plan we’ve developed specifically for you, setting out the recommendations designed to achieve your goals.
Implementation
Once our advice has been agreed, we will proceed to implement the recommendation.
Ongoing Relationship
We offer an ongoing relationship to ensure your Personal Financial Plan stays on track.
