Empowering you to manage your financial future with confidence
At Pennymatters, we pride ourselves on being a team of highly qualified and experienced individuals with extensive market knowledge. We believe that great financial advice is central to building a more certain financial future for our clients. Our mission is to provide our clients with expert guidance and support to help them achieve their financial goals.
Our Services
Our team of experts offers a wide range of financial services designed to help you achieve your financial objectives. Our services include:
- Investments: We provide expert advice on investment planning, helping you to make informed decisions about your financial future.
- Retirement Planning: Our pension review service helps you to stay on track and plan for a comfortable retirement.
- Protection: We advise on the importance of having adequate protection cover in place to ensure your family's financial stability, whatever the circumstances.
- Mortgages: Our experienced advisers help you navigate the complex world of mortgages, providing guidance on all types of mortgages and ensuring you get the best deal.
- Estate Planning: We help you plan for the distribution of your assets after your death, ensuring your loved ones inherit what is rightfully theirs.
- Corporate Services: We provide corporate financial services to businesses, helping them to increase the value of their employee benefits package.
Our Approach
At Pennymatters, we believe that transparency and communication are key to building trust with our clients. We take the time to fully understand your financial goals and objectives, providing expert guidance and support every step of the way. Our team has access to the latest technology, ensuring we provide the most effective and efficient service.
Our Commitment
As independent financial planners, we are committed to providing exceptional service, expertise, and professionalism to all our clients. We are fully regulated by the Financial Conduct Authority (FCA) and are bound by its rules. You can be assured that our advice is in your best interests at all times.
Contact Us
If you would like to schedule an initial consultation or comprehensive financial review, please do not hesitate to contact us. You can email enquiries@pennymatters.co.uk or call us on 01344 988 390.
Exceptional Service
The reviews for Pennymatters and Kate Mihell are overwhelmingly positive, with all authors awarding a 5-star rating. The common thread among the reviews is the excellent service provided by Kate, who is praised for her attentiveness, professionalism, knowledge, and personable approach. Many authors highlight her ability to explain complex financial concepts in a clear and concise manner, making the mortgage process manageable and stress-free.
Communication and Responsiveness
Several authors praise Kate's prompt responses to their queries and her ability to keep them updated throughout the mortgage application process. This level of communication helped to alleviate any concerns and made the process smoother, with one author even noting that it was "seamless" and "straightforward".
Knowledge and Expertise
Kate's expertise in the mortgage industry is consistently praised, with authors noting that she has a deep understanding of lenders and financial products. This expertise allowed her to find the best mortgage deals for her clients, with several authors specifically mentioning that they received the best possible rates and terms.
Recommendations
Almost every author explicitly recommends Kate and Pennymatters, with several stating that they would use their services again in the future. One author even notes that they will continue to work with Kate for many years to come.