Penny Marr

As a Financial Planner I am committed to providing my clients with a high-quality, personalised service, becoming a trusted adviser for the long term.

I take the time to understand my clients’ individual needs and circumstances, and I work closely with them to develop a financial plan that is tailored to their specific goals.

I believe in a holistic approach to financial planning and ultimately what I really love is to help people feel secure in their planning and, as a result, have financial peace of mind.

My services include:

• Investment planning
• Retirement Planning
• Protection planning (life insurance, critical illness cover, income protection)
• Estate planning
• Financial advice for individuals and businesses

If you are looking for a financial planner to help you achieve your financial goals, please contact me for a free initial consultation.