We are an Independent Financial Planning practice of highly qualified and experienced individuals with extensive market knowledge. There are times when it can prove difficult to establish your true financial wealth, which is why we provide advice in a friendly and clear manner. Pennymatters has been built based on reliability and excellent service.
Have you considered the financial consequences of not having adequate protection cover in place? Help make sure your family are financially protected for every eventuality. Be sure to obtain independent advice when making one of the biggest financial commitments in your life. We have experts to advise you on all types of mortgages.
Have you considered the financial consequences of not having adequate protection cover in place? Help make sure your family are financially protected for every eventuality. Be sure to obtain independent advice when making one of the biggest financial commitments in your life. We have experts to advise you on all types of mortgages.
Services
Our Approach
Report
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.
Investments
Report
With a wealth of experience and qualifications we can provide clients with specialist advice on how to manage their money. This involves continuously researching the marketplace thus enabling us to recommend the most appropriate Investment products and services available. For an initial enquiry or a comprehensive financial review please email enquiries@pennymatters.co.uk.
Retirement Planning
Report
Understanding the different schemes and how each will benefit you is crucial to gaining control of your retirement planning. As part of our pension review service we would consider consolidation of schemes for ease of management, analysis of the underlying assets, and utilisation of tax reliefs. For an initial enquiry or a comprehensive financial review please email enquiries@pennymatters.co.uk.
Corporate Services
Report
As well as having specialist advisers liaising with Owners/Directors of companies on a range of financial areas such as Business Protection and Pension contributions, we offer a tailored Employee Benefits Service and can advise on packages to include group pensions, group life assurance and group medical insurance.
Risk Profiler
Report
If I had money invested in shares I would be nervous about the stock market falling in the short term.* To reach my financial goal I prefer an investment which is safe and grows slowly but steadily, even if it means lower growth overall.* Imagine that six months after making an investment the financial markets start to perform badly.
Reviews
Be the first to review Harvey Clear.
Write a Review
