Our investment philosophy
Introducing you to our Portfolio Planning Service. It’s so much more than just investment planning.
Our joined-up approach
Our Investment Committee, supported by the specialist independent research firm RSMR, creates and monitors our portfolio range using funds from a wide range of fund management groups. It provides diversification and limits over-reliance on one or more areas, all delivered as part of our Portfolio Planning Service.
We often liken it to building a jigsaw; you fit together your assets, each with different values, importance and tax treatment along with your current circumstances and your future objectives to create the “picture” you’d like to achieve.
- Delivers coordinated advice with your needs at its heart.
- Regular reviews from one dedicated team.
- Provides the solutions and reassurance you need.
- Decisions based on your specific circumstances.
The value of our service
Our Investment Committee, chaired by an independent third party, creates and monitors our portfolio range using funds from a wide range of fund management groups. It provides diversification and limits over-reliance on one or more areas, all delivered as part of our Portfolio Planning Service.
We often liken it to building a jigsaw; you fit together your assets, each with different values, importance and tax treatment along with your current circumstances and your future objectives to create the “picture” you’d like to achieve.
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
18 Riverside Studios
Amethyst Road
Newcastle Business Park
Newcastle upon Tyne
NE4 7YL