About Us...
Penmor are a firm of financial advisers based in Surrey, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients' needs, wants and aspirations and then prioritising objectives.
Our aim at Penmor is to utilise our wisdom and experience to create and implement a strategic financial plan for clients that satisfies their individual needs and enables the achievement of life-long goals.
Our independence enables us to develop unique financial solutions that overcome our clients' challenges both today and into the future. For more than 40 years our basic approach to providing quality service has proved successful. Our longevity reflects the trust and confidence our clients have in the services we provide.
Through the Penmor Financial Planning System™ a comprehensive strategy can be prepared for you that may include planning in the following areas: Retirement, Estate & Inheritance Tax, Tax, Business, Insurances, Risk management and Asset management.
The first part of our service is The Explorer Process™ This consists of completion of Explorer documentation and the Explorer Meeting/Discussion. This is designed to help you clarify your thoughts, plans and objective for the coming years and to overview strategies to achieve them.
The Personal Financial Plan™ will develop solutions and selected implementation strategies to achieve your objectives.
Our charges can be structured in several ways. A modest fee is charged for The Explorer Process™. We want clients to feel under no obligation to have to take our financial plans with us and for this reason a fee is charged to cover the research, investigation and preparation of your Personal Financial Plan™.
We believe that this is a fairer approach and will result in our fully disclosing our fees in an open and transparent manner.
Click Here to download Penmor's list of services
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