Pennymatters Ltd offer a modern approach to Independent Financial Advice and having grown from 4 to 21 advisers in 4 years we feel we are doing something right. The firm fully embraces the latest technology to maximise planning time for advisers and minimise client cost and thus enhance the client experience. We have designed a unique range of processes to further optimise the overall wealth of each client if this is what they are after.
We delivery holistically financial planning ranging from consolidating old complicated pensions to simply remortgaging your property for a better rate. We see ourselves as the modern approach to financial planning and having grown from 4 advisers to 21 advisers in 4 years we are doing something right.
There is no jargon used and everything is simple to understand. If the client doesn’t understand we’ve not done our job properly.
Although we are a team of ‘general practitioners’ we have advisers specialising in complicated pension planning, trust planning and inheritance tax planning if this is required.
74 Tabby Drive, Three Mile Cross, Reading, Berkshire, RG7 1WP
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