Penney Financial Partners
Financial Planners
6-8 St George's Rd, Cheltenham GL50 1PH
From Penney Financial Partners
Penney Financial Partners, established in Shrewsbury in 1998 as The David Penney Practice, offers specialist investment and tax planning advice to discerning clients and their families around the UK. The company manages over £230 million of client assets.
We offer a bespoke service tailored to your
personal circumstances, to fit your lifestyle, family and business interests. Our core values are excellence and integrity. We want to build long lasting relationships. As a Senior Partner Practice of St. James’s Place Wealth
Management we benefit from the financial strength of a FTSE 100 company.
The practice has a full complement of fully qualified Financial Consultants and an extensive support team many have worked together for over a decade.
