The Penny Group Surrey
Initial consultation free
Restricted
We offer a range of services to help you achieve financial peace of mind, including, Investment planning, Retirement planning, Inheritance Tax planning and Mortgage & Protection Advice with over 20 years of experience.
We can advise you on
Clients
helped
121helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Hardik Shah
Financial Planning Consultant
What our clients say
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Rob
Hardik has helped massively in this process - he explained clearly how the investments work and answered any questions or concerns I had starting this process.
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Joel
Hardik enlightened me and educated me on importance of pensions and making investments with high potential for growth. That being said Hardik using his knowledge and experience has continued to...
r
Remi
It was an enormous relief and pleasure planning my financial security with Hardik Shah. He effortlessly erased the usual scary complexities and dread l have come to associate with certain important...
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Peter
Following my parents illnesses Hardik has shepherded me and my sister through care and inheritance issues and, unfortunately, questions on probate
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Angela
Owing to the lockdown situation we held a telephone meeting and he explained our present financial situation and advised us in a clear and concise way of how they could maximise our income for us in...
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Amanda
Hardik explained everything very clearly and patiently, assessed appropriate risk level, explained where money would be invested and how it would be managed.
Compliance
YOUR PROPERTY MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. The Penny Group is a Restricted Financial Advice firm within The Openwork Partnership a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. This means we offer advice on a wide range of products and services from a panel of providers, although we can recommend First Charge Mortgages from across the market. Most buy to let mortgages are not regulated by The Financial Conduct Authority. The Penny Group Ltd is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. Approved by The Openwork Partnership on 09/06/2025
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