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WEALTH MANAGEMENT TODAY AND FOR TOMORROW PRACTICE EDITION 24 SUMMER 2018 F CUS We’re turning the page - same book, new chapter - by evolving into Penney Financial Partners. This enables us to do more to enrich clients’ lives, help create wealth and an enduring legacy to pass on from generation to generation. We’re the same – only different. David explains: “We have changed, the world has changed. To help you and those you care about to plan and prosper, we need to deepen our services and skills, our expertise and focus. Our change is about this generation and the next.” Will adds: “We help clients navigate and build, put money in the right place and keep pace with fast changes in tax and investment. We will do more, with more of the right people. More team capabilities enables us to help at all life stages.” Just this once, the focus is on us – to explain our intention and vision – and celebrate turning the page… Founder and Chief Executive David Penney and Managing Director Will Harrison welcome you to Penney Financial Partners. Why change? Our 20th anniversary is reason enough to review our achievements and reshape for the future. OUR VISION FOR A BETTER FUTURE & EVOLUTION PROGRESSION

F CUS - Penney Financial Partners · Jan 2016 Attained Chartered Financial Planners status with the Chartered Insurance Institute 2018 The value of an investment with St. James's

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Page 1: F CUS - Penney Financial Partners · Jan 2016 Attained Chartered Financial Planners status with the Chartered Insurance Institute 2018 The value of an investment with St. James's

WEALTH MANAGEMENT TODAY AND FOR TOMORROW

P R A C T I C E

E D I T I O N 2 4 S U M M E R 2 0 1 8

F CUS

We’re turning the page - same book, new chapter - by evolving into Penney Financial Partners. This enables us to do more to enrich clients’ lives, help create wealth and an enduring legacy to pass on

from generation to generation. We’re the same – only different.

David explains: “We have changed, the world has changed. To help you and those you care about to plan and prosper, we need to deepen our services and skills, our expertise and focus. Our change is about this generation and the next.”

Will adds: “We help clients navigate and build, put money in the right place and keep pace with fast changes in tax and investment. We will do more, with more of the right people. More team capabilities enables us to help at all life stages.”

Just this once, the focus is on us – to explain our intention and vision – and celebrate turning the page…

Founder and Chief Executive David Penney and Managing Director Will Harrison welcome you to Penney Financial Partners.

Why change? Our 20th anniversary is reason enough to review our achievements and reshape for the future.

OUR VIS ION FOR A BETTER FUTURE

&EVOLUTION PROGRESSION

Page 2: F CUS - Penney Financial Partners · Jan 2016 Attained Chartered Financial Planners status with the Chartered Insurance Institute 2018 The value of an investment with St. James's

WEALTH MANAGEMENT TODAY AND FOR TOMORROWWEALTH MANAGEMENT TODAY AND FOR TOMORROW

The David Penney Practice is 20 years old and the firm has served a good number of clients since the very beginning. Today it handles almost £200 million of client assets.

Founding Partner David Penney outlines the firm’s ethos: “Our philosophy has always been to take care and take pride in everything we do. I’ve always seen money as a precious resource that helps make things happen and provides peace of mind. That often means asking, and answering, complex questions at the right time, in the right way. We help clients declutter, decipher and develop their investments.”

Managing Director Will Harrison has 17 years’ experience in the profession. “I spent eight years as an independent financial adviser and joined St. James’s Place in 2012. David and I began working together in 2015, then officially joined forces in 2016,” he says. “My approach is to start with a picture – what does a good life look like to you? Money enables, so our role is to help build funds by putting them in the right place, helping clients invest tax efficiently and navigate an ever changing financial

world.” Together, David and Will are transforming Penney Financial Partners to be alert and agile, to respond to changing individual needs within a rapidly changing economic landscape. David concludes: “We can help clients create a financial ‘heirloom’ they can pass down the generations.”

LATEST NEWS:

Penney Financial Partners has been awarded Chartered Financial Planners status by The Chartered Insurance Institute (CII), recognising the highest standards of technical, professional and up-to-date knowledge and practice, as well as commitment to the CII’s Code of Ethics. Only around 700 firms in the financial advice market have achieved this prestigious award.

OUR EVOLVING RELATIONSHIP WITH ST. JAMES’S PLACE

Over 20 years St. James’s Place has also evolved – funds managed have risen from £3 billion to excess of £89bn. Part of the elite FTSE100 Index, it remains loyal to its original commitment to face to face advice and technology to help facilitate what we do.

Becoming Penney Financial Partners is about more than just a change of name. This is about new services, deeper involvement, wider capability and exceptional personal service. Helping clients find answers to some of life’s most important questions.

As David Penney says: “Everything you have always liked about us remains the same. Clients will benefit from easier access and more services from a highly skilled team. We are creating a sustainable business that will work well into the future.”

“Clients have, and always will be, at the heart of everything we do. We will maintain that personal touch and build close relationships, offering a deeper level of involvement with clients, their families and different generations.”

Penney Financial Partners will develop new services to meet more diverse and changing needs and will be more responsive thanks to a larger back-up team. For example, deal with more complex matters and visiting clients at home as required, covering a wider geographical area as more and more clients and their families live in different parts of the UK.

WHAT NOW?THE STORY SO FAR

EST. 1998

20YEARS

CELEBRATING OUR 20 YEAR ANNIVERSARY

Born in 1998 – still progressing in 2018! Our 20th birthday is definitely something to acknowledge but there is so much more for us to celebrate this year as we begin a new chapter as Penney Financial Partners.

St. James’s Place Chairman, the late Mike Wilson CBE, opens Kensington House

headquarters in Shrewsbury

Sept 2007

David established St. James’s Place

Practice in Shrewsbury town centre

Aug 1998

Hired first qualified consultant, Steven

Woodford, into the practice

2014

David Penney joins forces with

Will Harrison, now Managing Director

Jan 2016

Attained Chartered Financial Planners status

with the Chartered Insurance Institute

2018

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.

Page 3: F CUS - Penney Financial Partners · Jan 2016 Attained Chartered Financial Planners status with the Chartered Insurance Institute 2018 The value of an investment with St. James's

CLIENT SERVICE

CLIENT ADVICE

The Client Service team takes care of you and what needs doing. Efficient, timely, experienced and responsive - saving you time and hassle. A name and voice you know.

L-R top: Mary Taylor Client Service Support, Nina Sahota Practice Manager, Beverley Penney Client Service Support, Thomas Kelly Head of Operations, Megan Penney Marketing. Seated: Vivienne Mason Client Service,

Samantha Capener Client Service, Diane Harrison Client Service Support.

“GREAT THINGS IN BUSINESS ARE NEVER DONE BY ONE PERSON. THEY’RE DONE BY A TEAM OF PEOPLE.” STEVE JOBS

MEET OUR TEAM:

Professionals with a personal touch. Highly experienced, skilled and capable, they discuss, research and develop your plans. This distinctive approach forges relationships that span years and generations.

L-R top: Dan Salt Assistant Paraplanner, Steven Woodford Financial Consultant, Ravitta Jisdhaul Financial Consultant, David Penney Chief Executive and Senior Financial Consultant, Will Harrison Managing Director and Senior Financial Consultant. Seated: Linda Askey Senior Paraplanner, Jo Jackson Paraplanner, Lauren Ashley Assistant Paraplanner.

WEALTH MANAGEMENT TODAY AND FOR TOMORROWWEALTH MANAGEMENT TODAY AND FOR TOMORROW

Page 4: F CUS - Penney Financial Partners · Jan 2016 Attained Chartered Financial Planners status with the Chartered Insurance Institute 2018 The value of an investment with St. James's

The page will turn on August 1st without a fanfare. First our letterhead will change, next the sign outside Kensington House. But most importantly, Penney Financial Partners is the same only more. A new chapter in the same story.

You may have known us for many years – possibly decades or more recently – but either way, you know already that our service is always tailored to your circumstances, lifestyle, family and business interests. we strive for an outstanding service with the personal touch.

Penney Financial Partners offers a first meeting without obligation or commitment. We want to gain a thorough understanding before creating a plan to help achieve a client’s financial objectives. After all, lifelong financial planning is essential for everyone today, not the preserve of the privileged. We will offer timely advice

and updates, regular in-depth meetings and responsive support when you need it, especially when life becomes challenging. We are here to help you find answers to some of your most important questions, to help people you care about, to keep everything clear and uncluttered in an ever-changing tax and economic landscape.

The new Penney Financial Partners is bigger and better. We have a deeper and broader level of skills and capabilities, we can offer more services, and be even more responsive with a larger back-up team.

You can expect to receive reliable, trustworthy and discreet professional support. We aim to deliver continuous and seamless protection of your assets now and from one generation to the next. And peace of mind. We’ve spent 20 years creating great expectations. Now we want to exceed them.

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

Trusts are not regulated by the Financial Conduct Authority.

WHAT YOU CAN EXPECT

T: 01743 450990

[email protected]

www.penneyfinancialpartners.co.uk

PENNEY FINANCIAL PARTNERS

Kensington House, Knights Way, Battlefield,

Shrewsbury, Shropshire SY1 3ABCONTACT US

The Partner Practice 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 registered in England & Wales No. 7812032. Registered Office: Kensington House Knights Way Battlefield Shrewsbury Shropshire SY1 3AB.

Our service is professional and always personal. We are committed to the highest standards:

first meeting without obligation or commitment

high quality answers without obligation or commitment

phone calls – 1 day response

letter/email communications – 2 day response

experienced team – several with the Practice for over a decade

specialists at your disposal

support and advice when life gets challenging

personal touch and communications

access to St. James’s Place specialist technical and tax expertise

high quality investment management provided by St. James’s Place

Investment Planning

Health Insurance

Mortgages & Finance

BUILDING & PRESERVING CAPITAL

KEEPING YOU INFORMED: · Regular meetings · Seminars · No call centre · Special Events · E-briefing ServiceQuarterly newsletter · Quarterly Investor magazine · Budget Reports · Annual tax update card

FINANCIAL PROTECTION AGAINST RISK MANAGING CASH & BORROWINGS

Portfolio Management

Life Assurance

Facilitate Cash

Management

Tax Strategy

Long-Term Care

Facilitate Private

Banking

Retirement Planning

Trust & Estate Planning

OUR COMMITMENT

TO YOU

?