Ian Pennicott

Chartered Financial Planner at Personal Asset Management - Kingskerswell, England, United Kingdom

Ian Pennicott's Colleagues at Personal Asset Management
Dena Minning

Portfolio Manager

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Mobile Number
(XXX) XXX-XXXX
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HQ
01803873978
Location
Kingskerswell,England,United Kingdom
Company
Personal Asset Management
Ian Pennicott's Company Details
Personal Asset Management logo, Personal Asset Management contact details

Personal Asset Management

Kingskerswell, England, United Kingdom • 5 Employees
Financial Services

We are a family run firm of Independent Financial Advisors including a Chartered Financial Planner with over 40 years' experience. We provide advice to individuals, businesses, Trusts and Charities on Mortgages, Equity Release, Inheritance Tax planning, Investment planning and Retirement planning.We aim to understand and prioritise your financial goals and address your financial concerns in order to give you peace of mind. We work closely with our clients to develop a long-term relationship.We are based in Kingskerswell and have clients throughout the South of England.We offer a free, no obligation, 30-minute consultation to discuss your personal circumstance and establish how our services could help you.Our investment services are primarily aimed at investors with over £20,000 to invest or already invested in ISAs, pensions, or investment accounts.

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Frequently Asked Questions about Ian Pennicott
Ian Pennicott currently works for Personal Asset Management.
Ian Pennicott's role at Personal Asset Management is Chartered Financial Planner.
Ian Pennicott's email address is ***@personalassetmanagement.co.uk. To view Ian Pennicott's full email address, please signup to ConnectPlex.
Ian Pennicott works in the Financial Services industry.
Ian Pennicott's colleagues at Personal Asset Management are Dena Minning and others.
Ian Pennicott's phone number is 01803873978
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