James Storey at Pennymatters Ltd

Independent Financial Adviser  74 Tabby Drive, Reading, Berkshire, RG7 1WP
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FCA authorised
Last authorised 22nd February 2021
Good professional modern financial advice delivered in a friendly and simple way.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR James Storey CERTPFS CEMAP DIPFA CERTS(MP & ER)
Equity Partner
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

74 Tabby Drive, Three Mile Cross, Reading, Berkshire, RG7 1WP

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