Pennymatters Ltd

Independent Financial Adviser  Building 329, Bracknell, RG12 8PE
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Pension drawdown
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Pensions & retirement planning
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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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Buying overseas
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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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ISA / Unit Trusts / OEICs
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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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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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 22nd November 2021
Meet our advisers
Mr Robert Short
Independent Financial Adviser
Mr Andrew Gane
Independent Financial Adviser
Mr James Storey
Independent Financial Adviser
Mr Mike Roberts
Independent Financial Adviser
Mr Keith Penny
Independent Financial Adviser, Director
Mr George Clarke
Independent Financial Adviser
Mr Philip Mosedale
Independent Financial Adviser
Mr Mark Trainor
Independent Wealth Financial Planner, Director
Mr Richard Norman
Independent Financial Adviser, Director
Mr Harvey Clear
Independent Financial Adviser
Mr Garry Higley
Independent Financial Adviser
Mr Mark Downing
Independent Financial Adviser
Mr Bill Shepherd
Independent Financial Adviser
Mr Paul Hodge
Independent Financial Adviser
Mr Tim Coxon
Independent Financial Adviser
Mr Mike Hall
Independent Financial Adviser
Mr Stuart Millar
Chartered Independent Financial Planner
Mr Peter Moseley
Independent Financial Adviser
Mr Nick Pope
Independent Financial Adviser
Mr Mike Fallaize
Independent Financial Adviser
About us

Pennymatters Ltd offer a modern approach to Independent Financial Advice. 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 - this includes our offering a carefully designed range of quarterly monitored portfolios for any existing investment or pension provider for any client whether they are just starting to build their wealth or bring with them a range of existing funds.

Our services

Obtaining the right independent financial advice and understanding, no matter what is required, is now a certainty and we have a team of advisers with all the right tools available to satisfy any potential client irrespective of their particular need. Our overall aim is to not specialise in one area of financial planning but to be able to communicate our approach to any individual or company who has a desire to improve their financial situation irrespective of their financial status and needs.

Where to find us
Head office address: Building 329, Doncastle Road, Bracknell, RG12 8PE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 22nd November 2021

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