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Working for your financial prosperity

We believe that great financial advice is central to building a more certain financial future for our clients.

Working for your financial prosperity

We believe that great financial advice is central to building a more certain financial future for our clients.

As qualified financial advisers, we have access to the most up to date technology to ensure we provide peace of mind that your financial future is more secure as a result of working with us.
For an initial enquiry or a comprehensive financial review please email enquiries@pennymatters.co.uk or call us on 01344 988390.

Engagement

Engagement


An introductory meeting to fully explain how our service works, identify your primary objectives and to provide an outline of our fees and costs.

Discovery

Discovery


Here we start to fully understand your objectives so we can develop well defined goals.

Research

Research & Analysis


We do this by utilising the latest independent research tools.

Recomendation

Recommendation


We will discuss your Personal Finance Plan we've developed specifically for you, setting out the recommendations designed to achieve your goals.

Implementations

Implementation


Once our advice has been agreed, we will proceed to implement the recommendation.

Ongoing

Ongoing Relationship


We offer an ongoing relationship to ensure your Personal Financial Plan stays on track. 

Contact Us

Pennymatters Ltd
Building 329, Doncastle Road
Bracknell, Berkshire, RG12 8PE

Tel: 01344 988 390
Fax: 01344 988 394
Email: enquiries@pennymatters.co.uk

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