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I am planning for retirement

Be certain that you’re making the best decisions possible when it comes to saving for your retirement years.

  • We’ll build a portfolio to match your needs
  • We'll deliver a clear idea of what retirement looks like
  • We’ll help you optimize your wealth to bring you closer to your goals.
  • We'll cement a long-term relationship with you.

Does this sound like you?

Just like that, at the click of a finger, retirement is only a few years away and it’s time to do some serious thinking about what it will look like and, crucially, how you’re going to fund it. You’re aware that your pension pot will need to last you for many years, in some cases even as long as your working life.

You’re not quite sure what to expect. How much is enough? Can you retire early? Can you afford to fund your retirement dreams?

We work differently

People come to us when they need clarity. They’re often time-poor and want us to do the job they’re putting off. And we accept the role with open arms!

It’s vital you make the right decisions, and with our guidance, you’ll feel secure about this next chapter of your life.

Pensions

Cash savings

Individual Savings Account (ISA)

Collective 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 building up wealth

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
Cobalt 3.1
Silver Fox Way
Cobalt Business Park
Newcastle upon Tyne
NE27 0QJ