Welcome To Pennant

Financial Services are a complex area and it is often difficult to know what the correct course of action is. That is where Independent Financial Advisors (IFAs) such as Pennant Independent Financial Services Limited (Pennant) come in. Using our wide experience, we will analyse your financial situation and will provide recommendations in a comprehensive written report.

Comprehensive Financial Planning Service

Pennant specialises in providing comprehensive advice incorporating, as appropriate, Investment & Savings, Retirement Planning and Inheritance Tax. No-one likes paying tax and we endeavour to help you reduce your tax liability. If you wish to trade on the stock market we can also provide execution-only share dealing services. Whichever service you require, we will handle all enquiries professionally and promptly.

Free Initial Consultation

The first consultation for new clients is at our expense and you are under no obligation to accept. You will pay for our advice etc by way of a fee that will be agreed with you from outset along with your entitlements.Either we will invoice you on completion of our work or will take our fee from any commission that maybe paid to us on investments, plans etc you ask us to arrange. A combination of the two may be organised.

Ongoing Service

We will provide in return for a fee an ongoing service. This enables you to have access to us at all times during normal business hours.We will agree with you as to whether regular review meetings will be convened.

To request a meeting, please email Pennant or call 01241 870717