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Helping you get to where you want to be

Independent financial planners based in the North-East. We're here to help you plan for the future and meet your goals.

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What we do

We see your finances as a jigsaw puzzle, with each piece interlinked. We will help you achieve your life plans by providing these services:

Portfolio Planning

Financial Planning

Retirement Income Planning

Estate & Inheritance Tax Planning

Find out more

Where are you now?

There’s no time like the present to transform your financial future. We help people who are:

Building up wealth

Planning for retirement

In retirement

Meet the team

Take a look at our team of experts who – quite frankly – are extraordinary at what they do.

Suzanne Tait

Director and Financial Planner

Gail Makepeace

Chartered Financial Planner & Director

Julie Hall

Client Service Team

Lisa Pyle

Client Service Team

Mike Senior

Compliance and Operations Manager

Richard Blackett

Financial Planner
Meet the whole team

Testimonials

“
When we first met our Money Penny adviser, my wife and I were complete novices when it came to investments and financial planning. They took time to get to know us and learn about our plans for the future before making any investment recommendations, all of which was very important to us. Their open, transparent approach instils confidence and we consider them a trusted partner in our future wealth management planning
“
We chose Money Penny Wealth for the personal service they provide that we cannot get from a large corporate. We feel they are committed to proving the best financial advice taking into account both our short and long term goals.
“
As long-standing clients of a former Newcastle-based firm of financial advisors, we were delighted when many members of that team reunited under the Money Penny Wealth Management banner. It's reassuring to once more have an independent adviser who provides a personal service, carefully curated for each client. In these uncertain times, to quote a phrase, “sometimes you want to go where everybody knows your name.”
“
When we first met our Money Penny adviser, my wife and I were complete novices when it came to investments and financial planning. They took time to get to know us and learn about our plans for the future before making any investment recommendations, all of which was very important to us. Their open, transparent approach instils confidence and we consider them a trusted partner in our future wealth management planning
“
We chose Money Penny Wealth for the personal service they provide that we cannot get from a large corporate. We feel they are committed to proving the best financial advice taking into account both our short and long term goals.
“
As long-standing clients of a former Newcastle-based firm of financial advisors, we were delighted when many members of that team reunited under the Money Penny Wealth Management banner. It's reassuring to once more have an independent adviser who provides a personal service, carefully curated for each client. In these uncertain times, to quote a phrase, “sometimes you want to go where everybody knows your name.”
“
When we first met our Money Penny adviser, my wife and I were complete novices when it came to investments and financial planning. They took time to get to know us and learn about our plans for the future before making any investment recommendations, all of which was very important to us. Their open, transparent approach instils confidence and we consider them a trusted partner in our future wealth management planning
“
We chose Money Penny Wealth for the personal service they provide that we cannot get from a large corporate. We feel they are committed to proving the best financial advice taking into account both our short and long term goals.
“
As long-standing clients of a former Newcastle-based firm of financial advisors, we were delighted when many members of that team reunited under the Money Penny Wealth Management banner. It's reassuring to once more have an independent adviser who provides a personal service, carefully curated for each client. In these uncertain times, to quote a phrase, “sometimes you want to go where everybody knows your name.”
“
When we first met our Money Penny adviser, my wife and I were complete novices when it came to investments and financial planning. They took time to get to know us and learn about our plans for the future before making any investment recommendations, all of which was very important to us. Their open, transparent approach instils confidence and we consider them a trusted partner in our future wealth management planning
“
We chose Money Penny Wealth for the personal service they provide that we cannot get from a large corporate. We feel they are committed to proving the best financial advice taking into account both our short and long term goals.
“
As long-standing clients of a former Newcastle-based firm of financial advisors, we were delighted when many members of that team reunited under the Money Penny Wealth Management banner. It's reassuring to once more have an independent adviser who provides a personal service, carefully curated for each client. In these uncertain times, to quote a phrase, “sometimes you want to go where everybody knows your name.”

Get in touch with us

We'd love to hear from you and explain all about our services over a cup of coffee. Get in touch today.

0191 823 9140

team@mpwealth.co.uk

Money Penny Wealth Management Ltd
Cobalt 3.1
Silver Fox Way
Cobalt Business Park
Newcastle upon Tyne
NE27 0QJ