Tudor DipPFS

Client Relationship Manager & Protection Adviser at The Penny Group - London, ENG, UK

Tudor DipPFS's Colleagues at The Penny Group
Kieran Acharya

Client Relationship Manager & Protection Adviser

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Kieran J

Client Relationship Manager & Protection Adviser

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Harry Hayden

Associate, Financial Planner

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Freddie Sallis

Trainee Financial Planner

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Tudor DipPFS's Contact Details
HQ
Location
London, England, United Kingdom
Company
The Penny Group
Tudor DipPFS's Company Details
The Penny Group logo, The Penny Group contact details

The Penny Group

London, ENG, UK • 50 - 99 Employees
Financial Services

At the Penny Group Limited we offer a deeper understanding of financial services and use our knowledge to help clients realise their life goals. This means taking the time to understand clients and their money. Together we build a relationship that uses our expertise to advise on the appropriate plan to manage their finances. As life changes we'll be there, committed to guiding their finances along the way. Our services ● Investments & Pensions● Protection and life insurance● Retirement & Estate Planning● Asset protection and school fees● Inheritance Tax planning● Mortgages**YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGETHE VALUE OF INVESTMENTS AND ANY INCOME FROM THEM CAN FALL AS WELL AS RISE AND YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTEDWe help clients ● Understand and for them to take control over their finances and future● Arrange a comprehensive financial ‘cushion' to plan for unexpected expenses and emergencies● Save towards key goals like a house purchase or retirement● Strengthen their financial position, allowing them to make well-informed choices and enjoy life more● Make their money work harder in order to give clients opportunities like retiring early, pursuing studies or simply spending more time with loved ones● Mitigate the financial impact should they lose their job, or be unable to work due to illness● Assess the best way to reduce their potential inheritance tax bill● Ensure family needs are met should something happen to them● Buy their first home, finance their next investment property or refinance an existing investment ****COMMERCIAL LOANS AND SOME BUY-TO-LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

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Frequently Asked Questions about Tudor DipPFS
Tudor DipPFS currently works for The Penny Group.
Tudor DipPFS's role at The Penny Group is Client Relationship Manager & Protection Adviser.
Tudor DipPFS's email address is ***@thepennygroup.co.uk. To view Tudor DipPFS's full email address, please signup to ConnectPlex.
Tudor DipPFS works in the Financial Services industry.
Tudor DipPFS's colleagues at The Penny Group are Kieran Acharya, Rahul Assarpota, Dzenana Haque, Kieran J, Bob Penny, Harry Hayden, Freddie Sallis and others.
Tudor DipPFS's phone number is
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