Penney Financial Partners - part of Bright Wealth Management

About

After 25 successful years, serving our clients in Shropshire and beyond, while building an enviable reputation for high quality financial advice and first class client service, in 2023 Penney Financial Partners was acquired by Bright Wealth Management, another fantastic member of the St. James's Place family.
We are thrilled to be part of the Bright Wealth Management group, as this will only strengthen our current client proposition and allow us to enhance the products and services available to you.
While the structure of the company is changing, our ethos remains the same in that our philosophy has always been to take care and take pride in everything we do.

Your home or other property may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Trusts are not regulated by the Financial Conduct Authority.

* Where services are via facilitation these involved the referral to services that are separate and distinct to those offered by St. James's Place.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The title ‘Partner Practice' is the marketing term used to describe St. James's Place representatives. Penney Financial Partners is a trading name of Bright FS Limited. Bright FS Limited is registered in England & Wales. Company No. 10506607.

Approved by SJP 06/04/23

Keywords

health insurance, life assurance, mortgages, finance, facilitate cash management, facilitate private banking, investment planning, portfolio management, tax strategy, retirement planning, trust, estate planning, later life planning

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