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I am building up wealth

Conversations about money needn’t be daunting. We’re ready to get you started on your financial planning journey.

  • We’ll put your mind at rest
  • We'll deliver what we say we’ll deliver
  • We'll provide genuine care and compassion
  • We'll build a long-term relationship with you.

Does this sound like you?

Everything is pretty good right now and you’ve built a comfortable life for yourself. However, you can’t help but think about what lies ahead.

You might have received an inheritance, have a family to consider or longer term objectives you’d like achieve. You know that now is the right time to put in place plans to protect and grow your wealth.

We work differently

Building up wealth is more than just looking at the present day. It’s about laying solid foundations for a secure future.

We see your finances as a jigsaw puzzle, with every piece interlinked and you can rely on us to be there and to help get your financial plans on the right path.

Life cover and income protection

Pensions

Cash savings

Investments

Find out more

Who else we work with

We support you through three stages of life. Find out more about how we deliver clarity when you need it most.

I am planning for retirement

I am in retirement

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
18 Riverside Studios
Amethyst Road
Newcastle Business Park
Newcastle upon Tyne
NE4 7YL

    Money Penny Wealth Management
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