Where are you now?
Whether you're building up wealth, planning for retirement or already enjoying retirement we can help you to reach your objectives.
Your planner for life
Helping people achieve financial freedom is what we do best. We will always play to our strengths, which is why we mainly work with three groups of clients.
One thing is certain: whatever you come to us for, you’ll always be met with the same respectful, empathetic and supportive team who have your best interests at heart.
Where are you now?
There’s no time like the present to transform your financial future. We help people who are:
Turning your puzzle into a plan
We see everyone’s finances as a jigsaw puzzle. While no puzzles are ever the same, what they all have in common is that every piece is interlinked. You can’t change one piece without affecting the others around it and slotting them all into the correct position.
That’s how we approach your financial plan. We look at the big picture, rather than just a small section. Take a look at the diagram below to see what we take into consideration when building your plan.
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