As a contractor, you may have lost many of the financial benefits you once enjoyed as an employee, including life cover, critical illness, sick pay and an employer sponsored pension. To ensure your financial wellbeing remains intact and able to withstand the unforeseen events that life can throw at it, you should consider which of these benefits you should seek to replace.

Penney Financial Partners can help you to prioritise your financial objectives and develop the plans required to keep your professional and personal financial wellbeing on track.

So, why choose Penney Financial Partners?

Penney Financial Partners have offered expert advice on all aspects of wealth management to both individuals and businesses for nearly 30 years. Their strategies can help you to meet your financial objectives, including where appropriate, the provision of an enduring legacy.

Their particular expertise lays in investment management, asset protection, retirement strategies and Inheritance Tax mitigation and they share this with clients across the UK. Any advice provided by Penney Financial Partners will be tailored to your individual needs and based on their core values of quality, integrity and excellence.

What can I expect if I use Penney Financial Partners?

Penney Financial Partners are committed to the highest standards, with service that is professional and always personal. Penney promise to:

  • put clients at the heart of everything they do
  • communicate appropriately and help make complex things easy to understand
  • deliver outstanding service with a personal touch
  • offer an initial meeting without obligation or commitment
  • offer support and advice when life gets challenging
  • provide proactive guaranteed* advice
  • facilitate access to St. James’s Place specialist technical and tax expertise
*St. James’s Place guarantees the suitability of advice given by members of the St. James’s Place Partnership when recommending any of the wealth management services available for companies in the group more details of which are set out on the Group’s website at www.sjp.co.uk/products.

You can find their financial planning tips for contractors guide here.

How do I contact Penney Financial Partners?

You can either talk to your Integro accountant who will make an introduction for you, or contact Penney directly on penney@sjpp.co.uk or complete the short contact form found here. All enquiries will be replied to within one working day in order to find out a bit more about your requirements and to arrange a no obligation conversation with an adviser. If you would prefer to make a call, the telephone number is 01743 450990 and one of the Penney team would be delighted to help you.

If there are any financial matters on your mind that you would like to discuss, let Penney know about these in your email/phone call, as this will help to focus their response.

When you make contact. please let them know that you are an Integro client.

Penney Financial Partners, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see the Partner’s privacy policy which can be accessed on their website and St. James’s Place Wealth Management plc’s privacy policy which can be accessed at www.sjp.co.uk/privacy

Integro Accounting Ltd introduces to St. James’s Place Wealth Management plc, who are authorised and regulated by the Financial Conduct Authority.

Penney Financial Partners is an Appointed Representative of St. James’s Place Wealth Management and is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 10506607. Registered Office Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

SJP Approved 23/05/2024