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Some kind words from people who have used the services of Owl House Financial Management
Dear Penny,
Just a quick note to say thank you for the meeting last month. I was very impressed with your out-of-the-box thinking on my mortgage situation. Your advice was invaluable and I will be coming back to arrange my re-mortgage when the time is right.
Thanks again! - Adam (Accountant in Warwickshire)
"I find Penny to be approachable, easy to understand and very efficient. I would have no hesitation in recommending her." - Victoria (Practice Manager, Estate Agent and Chartered Surveyors)
"Penny explained her advice to us in a way that was easily understood." - Mr & Mrs T (Evesham)
"I have dealt with Penny for 2 mortgages so far and would thoroughly recommend her no jargon, clear advice. She is always up to speed with the market place and has provided faultless advice, relevant to my needs, excellent." - Miss C (Badsey)
"My Company has worked with Penny regarding Wills and Estate Planning for several years now.
I have therefore met a good number of her clients and they unfailingly praise her as being very professional and thorough, but also caring and thoughtful towards them and their financial wellbeing .
She is by far the best business connection my company has, and we would recommend her service to anyone seeking comprehensive, independent financial advice."
David Kettle - Director
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Our Services Include
Mortgage Advice
- Purchases
- Re-Mortgages
- Equity Release
- Debt Consolidation*
- Buy to Let*
Protection
- Life & Critical Illness Cover
- Income Protection
- Accident, Sickness & Unemployment Cover
- Private Medical Insurance
- Long Term Care Planning
Investment Guidance
- Regular and Lump Sum Investments and Ongoing Investment Management
Pensions and Retirement
- Group, Stakeholder, Personal Pensions and Personal Accounts
- Drawdown
- SIPP
- Commercial Property Purchase
- Annuities
Taxation and Trust Planning
- All areas will be advised on, considering the effect of Income, Capital Gains and Inheritance Tax Planning*
*The FSA does not regulate all mortgages, tax advice or debt management.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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