If you are already a client, you will know that this is an exciting time for our company. If you are yet to become a client and are looking to find out more about us, then here is our unfolding story.

After 25 successful years, serving our clients in Shropshire and beyond, while building an enviable reputation for high quality financial advice and first class client service, Penney Financial Partners was recently acquired by Bright Wealth Management, another fantastic member of the St. James’s Place family.

We are thrilled to be part of the Bright Wealth Management group, as this will only strengthen our current client proposition and allow us to enhance the products and services available to you.

The new combined business will, over time, look to rebrand itself in a way that reflects our shared values, so if you’re a frequent visitor to this site, you will begin to notice some changes, as we start to align our digital presence, starting with this website!

This new site will provide you with all the information that you need about the new combined business, whether you are an existing client of Penney Financial Partners, or looking for support as you start your financial journey.