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I am in retirement

Now’s the time to stop holding back and finally put those plans in place to benefit you and your loved ones.

  • We’ll support your family’s needs
  • We'll ensure your plans are tax-efficient
  • We'll help you to live your retirement worry-free
  • We'll cement a long-term relationship with you.

Does this sound like you?

It’s a myth that life slows down once you retire. In fact, life is even more chaotic than before and you wonder how you found the time to go to work. There’s just one thing playing on your mind: how all of your existing assets will work together to support you in your retirement.

You may be thinking about later life and the people who depend on you along with the legacy you’ll leave behind. Or perhaps you’ve received a lump sum and want to put the money to good use. Where to start?

We work differently

Your finances need to keep up with your fast-paced life and fulfil your retirement aspirations. By establishing your goals, we’ll make recommendations and form a plan that will not only benefit you, but those you love.

We’ll give you the sense of security you’ve been longing for and be there to answer any questions.

Pensions

Inheritance Tax

Life cover

Retirement income planning

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 building up wealth

I am planning for 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
Cobalt 3.1
Silver Fox Way
Cobalt Business Park
Newcastle upon Tyne
NE27 0QJ

    Money Penny Wealth Management
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