Positive PA and Paraplanning Solutions

Money-Penny

About Money-Penny

Money-Penny provides a bespoke made to measure service to support Independent Financial Advisers with their individual day to day business needs and requirements.

If you, as an IFA are feeling restricted by the ever increasing compliance and administrative burden which goes hand in hand with all, financial service business, why not let Money-Penny take this pain, and manage the associated distractions for you? You will benefit from a professional, efficient and personal service without the ties of permanent employment contracts - Win, Win, Win!

How much more valuable would the time you currently spend on inputting fact finds, processing applications, preparing research & compiling suitability reports be if spent with your clients, in face to face meetings, or perhaps networking with Solicitors & Accountants?

By instructing Money-Penny and freeing yourself from your desk, your business can only prosper.