Pennymatters

Pennymatters is an independent financial planning practice made up of qualified individuals with market knowledge. The firm provides financial advice to help clients understand their financial wealth.
  • Mortgage Advice
  • Estate Planning
  • Pension Planning
  • Investment Advice
  • Corporate Services
  • Protection Planning

Size
Small
Phone
N/A
Email
N/A
Locations
Woodleys Estate Agents, 132 Loddon Bridge Rd, RG5 4AW
07765828082
Pennymatters Ltd, Building 329,, Doncastle Road, RG12 8PE
07973621506
10:00 - 18:00
Building 329, Doncastle Rd, RG12 8PE
01344988390
Digital Popularity
Social Media
Competitors
BBT Group
BBT Group Ltd is a national firm of Independent Financial Planners, established in 1998, dedicated to providing bespoke financial planning services.
Baxter Pearse Financial Consultants
Baxter Pearse Financial Consultants is a financial planning company that provides independent advice to both personal and corporate clients.
Company Details
Pennymatters is operated by Pennymatters Limited and is a Active company incorporated on 30 July 2010 with the registered office located in Bracknell, Berkshire. Pennymatters Limited was registered 15 years ago.

Status
Active
Size
Small
Directors
4
Age
15 years old
Employees
12
Turnover
Unreported
Total Assets
£1.62M
Cash in Bank
£1.08M
Total Liabilities
-£566.23K

Director • Ifa • British • Lives in England • Born in Oct 1962
Director • British • Lives in England • Born in Oct 1965
Director • Ifa • British • Lives in England • Born in Apr 1969
Teams
All
23
Finance
13
Consulting
12
Customer Service
4
Sales
3
Support
3
Other
2
Partner • Joined Jul 2011
Partner • Joined Dec 2015
Director • Joined Aug 2012
Client Account Manager • Joined Feb 2018
Customer Service Support Manager
Administrator • Joined Mar 2015
Mortgage & Protection Specialist • Joined Oct 2013
Client Support Consultant • Joined May 2019
Sales Support Consultant
HR And Finance Consultant • Joined Feb 2011
Mortgage & Protection Specialist • Joined Oct 2013
Independent Financial Advisor • Joined Jun 2021
Mortgage Advisor • Joined Jan 2023
Independent Financial Advisor • Joined Aug 2023
IFA • Joined Jun 2011
Mortgage & Protection Adviser • Joined Sep 2014
Independent Financial Adviser • Joined May 2014
Independent Financial Adviser • Joined Jan 2015
Independent Financial Adviser • Joined Oct 2014
Financial Advisor • Joined Mar 2019
Customer Service Support Manager
Client Support Consultant • Joined May 2019
Sales Support Consultant
Client Service Adviser • Joined Apr 2017
Partner • Joined Jul 2011
Partner • Joined Dec 2015
Client Support Consultant • Joined May 2019
Independent Financial Advisor • Joined Jun 2021
Mortgage Advisor • Joined Jan 2023
Independent Financial Advisor • Joined Aug 2023
Independent Financial Adviser • Joined May 2014
Independent Financial Adviser • Joined Jan 2015
Independent Financial Adviser • Joined Oct 2014
Financial Advisor • Joined Mar 2019
Client Account Manager • Joined Feb 2018
Sales Support Consultant
Client Service Adviser • Joined Apr 2017
Administrator • Joined Mar 2015
Sales Support Consultant
Client Service Adviser • Joined Apr 2017
Director • Joined Aug 2012
HR And Finance Consultant • Joined Feb 2011
View 23 members