Pennymatters

Independent Financial Adviser  37 West Drive, Sutton, Surrey, SM2 7NB
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FCA authorised
Last authorised 1st March 2021
I am qualified and authorised to advise people in relation to pension Drawdown, annuity options and investments in general.
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 & 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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Harvey Clear
Independent Financial Adviser
About us

Pennymatters is an established Independent Financial Adviser business with Whole Of Market access . We have many areas of expertise within the business and I specialize in pension advice and management of Retirement portfolios.

Our services

I am committed to advising clients and managing individual pension and investment fund portfolios with the objective of maximising growth opportunities and returns. I also advise small business owners who may have workplace pension obligations, and individuals
on their retirement options at retirement including annuity purchase and advice relating to the new pension freedom rules. The provision of IHT planning to include putting investments in to suitable TRusts is a focus as some trusts can assist in mitigating IHT estate liabilities

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face

37 West Drive, Cheam, Sutton, Surrey, SM2 7NB

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