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Adam Roberts Email
Partner, Chartered Financial Planner . The Penny Group
London,
Locationa***********@thepennygroup.co.uk
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At the Penny Group Limited we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals. This means taking the time to understand clients and their money. Together we build a relationship that uses our expertise to advise on the appropriate plan to manage their finances. As life changes well be there, committed to guiding their finances along the way. Our services Investments & Pensions Protection and life insurance Retirement & Estate Planning Asset protection and school fees Inheritance Tax planning Mortgages* *YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE We help clients Understand and for them to take control over their finances and future Arrange a comprehensive financial cushion to plan for unexpected expenses and emergencies Save towards key goals like a house purchase or retirement Strengthen their financial position, allowing them to make well-informed choices and enjoy life more Make their money work harder in order to give clients opportunities like retiring early, pursuing studies or simply spending more time with loved ones Mitigate the financial impact should they lose their job, or be unable to work due to illness Assess the best way to reduce their potential inheritance tax bill Ensure family needs are met should something happen to them Buy their first home, finance their next investment property or refinance an existing investment ** **COMMERCIAL LOANS AND SOME BUY-TO-LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.The Penny Group Address
7 Birchin LaneLondon, null
UK