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