Connecting families and their resources with a sense of purpose and helping them thrive in an ever-changing world

Who we are

For more than 20 years we have been helping our clients and their families achieve their dreams.

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Client Journey

There are many wealth managers to choose from – we believe we are different. Find out why.

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Why St. James's Place?

St. James's Place is one of the UK's largest wealth management firms and FTSE-100 company.

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CREATING A BETTER FUTURE IN A WORLD WORTH LIVING IN

PUTTING YOUR LIFE IN FOCUS

Creating financial peace of mind for our clients is what drives us at Penney Financial Partners. It is a peace of mind that is achieved not just through establishing a financial plan for today but one that also works for tomorrow and for future generations. By building meaningful relationships, we are able to ask those questions that you may not have even asked yourself, allowing us to create for you a Life Plan that helps you achieve the things that are important to you and your family.

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PENNEYTALKS

When it comes to relationships, we believe communication is everything.

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Tax Health Check

It was Benjamin Franklin who famously said that nothing was certain in life except death and taxes. There was a certain amount in truth in this although the latter needn’t be quite as concerning as the former.

Tax efficiency are not dirty words; indeed, they are the cornerstone of any successful financial plan.

Paying unnecessary tax diminishes wealth and there are many simple, permissible and effective ways to minimise the amount of tax you pay.  

Completing our tax health checklist will help us identify tax-saving opportunities that may be relevant to you and help improve your financial well-being.

Tax Health Check
Meet the team

A business is only as good as its team – and we really have a great team.

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Connecting the dots

Help us connect the dots along your financial journey by signing up to our regular e-newsletter.

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The four pillars of financial freedom

By focusing on the Four Pillars, we can help you achieve the fulfillment you are looking for.

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OUR COMMUNITY

Community is hugely important to us at Penney Financial Partners. Shropshire and the Cotswolds are not just places that we do business – they are the places where we live, where our children go to school, where we love to spend time. Our business is driven not just by financial results but also a clear purpose to support and improve the communities that we serve – our success is measured by their success. This year we have become a proud supporter of Cheltenham Festivals, a year round series of events that bring thousands of visitors to the town and have become hugely important to Cheltenham’s economy, and we are delighted to be sponsoring an exciting event at this year’s Cheltenham Literature Festival.

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WHY CHOOSE St. James's Place

St. James’s Place is one of the UK’s leading wealth management organisations, managing client funds of over £108.8 billion. The company was founded in 1991 by Sir Mark Weinberg, Lord Rothschild and the late Mike Wilson CBE, and today through its Partnership provides reliable and expert advice in all aspects of wealth management.

Intelligent investment management approach

As we live longer, planning for 100-year lifetimes could become crucial in helping to secure financial wellbeing in a world worth living in.

Award winning services

We are pleased to have won numerous awards over the years, voted for by Industry experts and the public.

St. James's Place Charitable Foundation

Founded in 1991, the Foundation is the charitable arm of the St. James's Place Wealth Management Group and has so far raised and distributed over £100 million.

We are Chartered Financial Planners

Finding the right business who you can trust to help manage your hard-earned money and provide you with advice that works for you can be a difficult task. From our perspective, we never take that trust we enjoy from our clients for granted – it is hard earned and even harder maintained. Every client has different expectations and will identify particular aspects of our service offer that makes Penney Financial Partners the right adviser for them.

However, the fact that Penney Financial Partners has been awarded the Chartered Financial Planners designation by the Chartered Insurance Institute (CII) is something that provides peace of mind for all of our clients. It is the gold standard in the financial planning industry and confirms that we have satisfied a rigorous qualification criteria by retaining highly qualified staff who subscribe to the membership conditions of the CII. So if you are looking for a business to help support you on your financial journey, you can rest assured that with Penney Financial Partners you are in safe hands.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products The 'St. James's Place Partnership' and the title 'Partner' are marketing terms used to describe St. James's Place representatives.

Penney Financial Partners is a trading name of Penney Financial Partners Ltd. Penney Financial Partners Limited is registered in England and Wales, Number 09964340. Registered Office: Kensington House, Knights Way, Battlefield, Shrewsbury, Shropshire, SY1 3AB, UK