What we do
We provide advice and planning services for people who want to make the most of their financial plans. This means that we consider a wide range of financial strategies and products. We constantly review the market to ensure that the services and products we offer are appropriate for our clients.
- Portfolio planning
- Financial planning
- Retirement income planning
- Estate and Inheritance Tax planning
Every client is unique
What we do for each client is unique and built around your particular aims and requirements, it can include cash forecasting, retirement planning, pension planning, investment of capital sums as well as regular contributions, wealth management, school fees planning, inter-generational wealth transfers, estate planning and inheritance tax planning.
By looking at the full picture of your finances and placing them in the context of the objectives of you and your loved ones, we can achieve a better outcome.
Getting you on the right path
Where we recommend particular investment strategies and providers, we’ll carry out a review and fair analysis of the market and make selections based on your personal circumstances, financial goals and objectives. This tailors your plan to your goals.
Although, what truly sets us apart…
We are independent
We provide independent financial advice on packaged retail investment and insurance products this includes but is not limited to pensions, investment bonds, unit trusts, annuities, Individual Savings Accounts. We will provide a personalised recommendation based on an assessment of a range of relevant products to ensure your investment objectives can be suitably met.
We genuinely care about helping people
It’s not easy to find a team who is as empathetic as we are. We may be financial planners, but we are also caring and compassionate at the same time. We’ll do everything we can to give you simplicity and mitigate any worries throughout the process, to give you peace of mind.
We work collaboratively as a tight-knit team
You’ll get to know the whole team, not just your planner. There will always be people here who you know and have your best interests at heart. This joined-up approach is what makes us different and keeps our long-term client relationships.
We work with you for the long-term
We follow this simple rule: seek to understand before being understood. We don’t just offer a one-off transaction. Instead, we build a solid relationship with you and even your family so that we will shape your financial future effectively.
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.
Money Penny Wealth Management Ltd
Cobalt 3.1
Silver Fox Way
Cobalt Business Park
Newcastle upon Tyne
NE27 0QJ