Penney, Ruddy & Winter offer fee-based, independent advice. Our advice is based on a thorough understanding of our clients’ financial circumstances, attitude to risk and objectives.
We will provide unbiased, unrestricted advice based on a comprehensive and fair analysis of the market, giving due consideration to the full range of retail investment, pension, protection and life products available. We will consider your overall financial position and consider the interaction between the plans and investments we recommend in order to put together the most suitable and tax efficient strategy.
The planning process will involve the following stages:
• Initial consultation
• Research & Analysis
• Report & Recommendation
• Ongoing reviews
Penney, Ruddy & Winter offer a free initial consultation. Please contact us if you would like to make an appointment.
For full details of the service we offer and our terms, please refer to our Terms of Business.