Penney lays new building blocks for the future.

Penney Financial Partners is delighted to welcome three new colleagues to the team to support its ambitious plans for future growth.

The new recruits include two new members of the advice team and one in a client support role, growing the overall Penney team to 20 across its two offices in Shrewsbury and Cheltenham.

Ryan Smith joins Penney as a Trainee Financial Consultant and he has now entered the prestigious St. James’s Place Academy to gain further knowledge and experience before helping expand Penney’s service offer from its headquarters in Shrewsbury.

Adam Carson is also a qualified financial adviser in the early stages of his career in the industry and he joins Penney as an Associate Financial Consultant where he will be joining the team in Cheltenham as part of plans to build the business’s reach across the Cotswold region.

Joining the Client Services team is Emily Pritchard, who previously worked as a customer advisor for Lloyds Bank and will work as part of the growing support team that ensures the highest possible service standards are maintained.

The new appointments are the first at the practice since the beginning of the Covid crisis and according the Penney Financial Partners CEO David Penney, reflect not just a confidence in future opportunities but are also part of the business’s long term planning.

He said: “It is fantastic to have Ryan, Adam and Emily join the Penney family at what is a really important moment for us at Penney Financial Partners.

“We are now more than 20 years old and have been on a fantastic journey to build the business over that period and it was in 2019 that we decided to take the next step and open our new office in Cheltenham.

“However, as we all know, the year or so that has followed has been unlike any other and so while last year was a successful year for us, it was also one of consolidation as we evolved and adapted to the realities of the pandemic and the changing needs and aspirations of our clients.

“As we move deeper into 2021, we feel there are major opportunities ahead of us as a business and we are incredibly excited about the potential for growth, particularly around the Cotswolds where we are working hard to build our presence and capabilities.

“What is most exciting is that Adam, Ryan and Emily are three ambitious and talented individuals who are at the beginning of their career journey with huge potential to be really important parts of the Penney story for years to come. 

“We are continually on the look out for the right people to join us at Penney Financial Partners to not only help us grow from a business perspective but also to bring the energy and ideas that I think is so important for the continuous development of any team.

“These remain unusual and often uncertain times so while our focus remains very much on ensuring our clients’ needs are met today we are also very looking to the what I am confident is a bright future, both for Emily, Ryan and Adam and the business as a whole.”

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