80 reviews | 2 verified advisers
N/A
Life insurance
Set up a policy for me
Yes
Additional contact
Started a new pension
Yes
Yes
Further communication form both sides
investment advice for pension
Planning ahead for best investment of my pension funds
Looking for this to improve
Can’t think of anything
Recommendation
Planning and investing.
Yes.
I cannot think of anything at this point in time.
Inherited money from a house sale following the death of a close relative. A family member was already being looked after by The Penny Group and was pleased with their service, so it was only natural after that recommendation to seek their help.
Kiran has looked after me for many years now and I know she is only a phone call away to help with any queries I may have. She is very prompt in responding too. It is a relief to know that you have someone professional looking after you and, of course, your investments.
Like everything it would have been good to see the investments grow more but, over the years, there have been problems around the world that have perhaps held growth back. Needless to say I am happy with what Kiran has achieved for me.