The Penny Group

Creating a deeper understanding of your finances
Hidden mission statement
https://thepennygroup.co.uk

Officially a Very Good
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Officially a Very Good
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Officially an Outstanding
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Officially a Global*
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Officially a Good
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Globally*

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Best Company
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The Penny Group, a London-based Chartered financial planning firm, stands out for its youthful and dynamic team. With an average employee age of 33 and 58% of advisers under 40, the firm cultivates talent through its in-house Academy, which helps nearly half of its active financial planners achieve Chartered status. The Penny Group's commitment to employee recognition is evident in initiatives like the quarterly "Apex" club, celebrating top performers, and the values-driven Employee of the Month award. The company also celebrates its achievements with drinks and nibbles after an industry award win, alongside annual summer and Christmas parties.

The company's focus on personal growth is supported by its engagement of a Consultant to the Board, who is a member of the British Psychological Society. All employees undergo psychometric profiling to align core competencies with their roles, with expert feedback identifying areas for development. This leads to a variety of growth opportunities, including internal and external mentorship, courses, and qualification pathways, all of which build competence and confidence.

In terms of social responsibility, The Penny Group actively supports charitable causes. Through its long-standing relationship with The Openwork Foundation, The Penny Group has contributed to various initiatives, from marathons to the Vanguard Tough Mudder, which raised £1,865. The firm has also championed charities, securing a £15,000 grant for You Make It, an organisation that empowers women from racialised communities in inner city London.

A spotlight on

The Penny Group

View the latest achievements

Featured Workplace Factors

Personal Growth

89% of staff agreed

This job is good for my own personal growth

The Penny Group demonstrates a strong commitment to professional development. All employees complete psychometric profiling, with expert interpretation and feedback identifying opportunities for growth through mentorship, courses, qualification pathways, and memberships of professional bodies, all of which build confidence.
Wellbeing

68% of staff agreed

I am happy with the balance between my work and home life

The company prioritises employee wellbeing, as demonstrated by the ‘Health is Wealth’ wellbeing morning hosted for Mental Health Awareness Month. Colleagues shared healthy snacks and participated in group activities to better understand the factors that influence a client's financial decision-making journey.
Giving Something Back

68% of staff agreed

This organisation has a strong social conscience

The Penny Group actively supports charitable causes, primarily through its involvement with The Openwork Foundation. The firm has raised money for various charities through sporting challenges and secured a £15,000 grant for You Make It, a charity that empowers women from racialised communities.
Personal Growth
%

89% of staff agreed

This job is good for my own personal growth

The Penny Group demonstrates a strong commitment to professional development. All employees complete psychometric profiling, with expert interpretation and feedback identifying opportunities for growth through mentorship, courses, qualification pathways, and memberships of professional bodies, all of which build confidence.
Wellbeing
%

68% of staff agreed

I am happy with the balance between my work and home life

The company prioritises employee wellbeing, as demonstrated by the ‘Health is Wealth’ wellbeing morning hosted for Mental Health Awareness Month. Colleagues shared healthy snacks and participated in group activities to better understand the factors that influence a client's financial decision-making journey.
Personal Growth
%

89% of staff agreed

This job is good for my own personal growth

The Penny Group demonstrates a strong commitment to professional development. All employees complete psychometric profiling, with expert interpretation and feedback identifying opportunities for growth through mentorship, courses, qualification pathways, and memberships of professional bodies, all of which build confidence.

Quick Facts

Organisation established in
Total number of UK employees
Number of UK locations
Employee average age
Male : Female employee ratio
Employees earning £35k+
Employee turnover (voluntary)
Quote from the top...
We are incredibly proud to be accredited by Best Companies. It is a meaningful recognition of the culture we have worked so hard to build at The Penny Group. It is especially rewarding to know that our people feel happy, supported, and valued in their roles. This achievement also reflects our ongoing commitment to developing the next generation of Financial Planners, creating clear pathways for young talent to thrive and grow with us.

Matt Grimes, Managing Director, The Penny Group

Benefits

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Latest Achievements

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64
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75
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