Experience
and expertise
Penny began her career in financial services in 2000, spending 16 years working for two financial services providers. Following redundancy in 2016, she set up her own business providing outsourced administration services to the financial services sector.
After being introduced to Chris at the end of 2019, Penny began working with him in early 2020. She supports Chris with the day-to-day running of the business, taking responsibility for administrative tasks, collating information, and liaising with clients and providers.
One of Penny’s proudest career moments was winning her first customer service award, reflecting the care she brings to her work and the relationships she builds with clients.
Passions and
personal life
Outside of work, Penny is a wife, daughter, daughter-in-law, and auntie, and spends much of her spare time with her family. She’s also lucky to have a close-knit group of friends who have been part of her life for more than 40 years, and they try to get together as often as they can.
Penny particularly enjoys weekends away and travelling abroad, as well as going to the theatre and concerts, eating out, and reading.
Meet the rest
of the team
Calm planning, real impact
Hear from clients who value experienced guidance, clear thinking, and a genuinely personal partnership.
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