Investing in your future

Everyone’s situation is unique. That’s something we really appreciate here at Penda. P We give you the best of independent advice tailored to your specific needs - whether you are a private individual, medic or you run your own business.  With well over a decade’s experience, we provide friendly, down-to-earth service.

Our philosophy is to work together with our clients, advising them on life’s financial choices. We want the best for you, that’s why our clients return to us year after year. Together with you, Penda is investing in your future.

The best advice

Good advice is the currency of an independent financial adviser. At Penda Financial Management we provide our clients with totally independent advice. That means our clients are always given a genuine choice. That includes being able to pick from the widest selection of financial products on the market. We have no tie-ins with any pension providers or insurance companies.

We believe in good, honest, down-to-earth advice that is straightforward and easily understood. Only then can you make an informed choice.

Free consultation

The initial consultation won’t cost you a penny and you are under no obligation to proceed afterwards. It’s a two-way process. It gives us the opportunity to explain what services we offer – and it allows you tell us about your particular financial circumstances and give us an idea of your requirements and expectations. This then gives us the information on which we can base any subsequent advice.

We will look into all the options available for you and summarise our recommendations in an easy-to-understand report. Of course, this is open to discussion. If you then want to proceed we will help you complete any paperwork and ensure that everything is properly set up so that the process runs smoothly from the word go.

An ongoing process

Once your pension is in place, your mortgage and protection underway or an investment starting to work for you, it certainly doesn’t see the end of our relationship. We will keep in touch and organise regular reviews. With the financial markets, legislation and your circumstances constantly changing, it makes sense to ensure that we are always available to offer you advice. We really go through life with our clients. So, when we say we are investing in your future, we really mean it.

All financial advice is given by Penda Financial Management Ltd. Penda Financial Management is authorised and regulated by the Financial Conduct Authority for advising on and arranging mortgages,insurance and personal investments. FCA number: 504162.