Chartered Financial Planners London

Penney Ruddy & Winter (PR&W) are Independent Financial Advisers based in the heart of the City of London. PR&W hold the prestigious Chartered status, meaning that we demonstrate the highest possible professional standards.

PR&W specialises in pensions, investments, protection and estate planning. Whether you are saving for the future, planning ahead for your retirement or require an income from your capital, we can help you put together a plan that meets your objectives and minimises your tax liability. We provide advice to clients with total assets in excess of £140 million.

Our advice is tailored to your individual needs. Our approach focuses on building our clients’ trust through strong, transparent, long term relationships. This ensures we understand our clients’ ongoing needs, enabling us to adapt your financial plan accordingly. We pride ourselves on being truly independent, with no outside influences.

 

Penney, Ruddy & Winter Ltd is authorised and regulated by the Financial Conduct Authority and is recorded in the Register under reference number 626355. Registered in England & Wales under company number 8325152. Registered Office: 6th Floor, 25 Farringdon Street, London EC4A 4AB.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction, then you have the right to refer your complaint to the Financial Ombudsman Service to help resolve this. Please see the following link for further details:

http://financial-ombudsman.org.uk