Time for a wealth check? Looking for investments or financial planning advice?

When was the last time you sat down and looked at how your money was working for you? Is it giving you the returns that will help your long-term future? Or have you just let it stay in the same place for a long time without knowing the options that are now available to you?

The days have gone where you just put your money in a bank or building society or in some shares and it would make a reasonable return. Now you can make your money work harder. With the markets constantly changing arranging investments is an increasingly difficult task. The right advice is even more crucial. That’s why, whatever stage in life you have reached, it makes sense to have a wealth check. At Penda we can give your finances a thorough examination.

Every penny counts

Once we have carried out a review, we can advise you on existing investments and savings, look for new investment opportunities, arrange transfers to find better returns and put together a plan that will answer all your needs, both short and long term.

Our wealth management portfolio encompasses:

  • Pensions
  • ISAs
  • Unit Trusts
  • Bonds
  • OEICs
  • Children’s savings accounts
  • Inheritance tax planning

Our wealth management portfolio also caters for pension planning. For further information on retirement planning please refer to our pensions page.

Any long-term financial planning strategy should include protection insurance, to protect both your assets and loved ones. For further information on protection advice, please refer to our Protection pages.

While our wealth management investment strategies do not cover buy-to-let property investment advice, we realise many savvy investors decide to go down this route nowadays. However, if you have a rental property purchase in mind, we are more than happy to offer you expert guidance to ensure you secure the best mortgage deal suited to your property investment.

To maximise your money, call us for your wealth check on 07789 900359.

“Penda have been able to make far more from my investments than I thought possible in these economic times.” Mr Gudgeon, South Shields

The value of investments and pensions can fall as well as rise. You may get back less than you invested.

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