For over twenty years, we have offered individuals and businesses expert advice on wealth management. Our strategies can help you to meet your financial objectives, including the provision of an enduring legacy, efficiently. Based in Shrewsbury we have particular expertise in investment management, asset protection, retirement strategies and Inheritance Tax mitigation. Any advice provided by Penney Financial Partners Limited will be tailored to your individual needs and based on our core values of quality, integrity and excellence.
"I firmly believe in helping people protect their wealth. Traditional financial advice tends to focus on the current generation only and not pay sufficient attention to future generations. I want to help clients ensure that they leave their assets to others exactly in the way they intended."
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Equities do not have the security of capital which is characteristic of a deposit with a bank or building society, as the value & income may fall as well as rise.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief is generally dependent on individual circumstances.