Pennywise Independent Financial Advisers
At Pennywise we pride ourselves on providing sound financial advice our advisers are highly experienced with over 40 years combined experience as Independent Financial Advisers.
Alison's Resume
Alison Theobald is a Diploma Qualified Adviser who is able to provide advice on all areas of financial planning including wealth management, investments, pensions mortgages and protection. Alison has been working in the industry since 1993 and has an unparalleled reputation for giving honest and straight forward advice. The high level of recommendations that Alison receives from her customers past and present is testament to the professional standards and high levels of customer service that she prides herself on.
Phil's Resume
Phil has been working in the property and financial services sectors for over 25 years.
Specializing in Residential, Buy to Let mortgages and Equity Release in addition to personal and business protection, Phil prides himself on his professional approach to, and knowledge of, the constantly changing areas in which he works.
Email: phil.sims@pennywisefs.co.uk
Samuel's Resume
Sam is a Diploma-qualified adviser with over 15 years’ experience in financial services. He provides expert guidance across pensions, investments, mortgages, and protection, delivering tailored solutions to meet a wide range of client needs.
His mortgage expertise includes residential, buy-to-let, equity release, and commercial lending. Sam also specialises in protection planning, offering comprehensive personal and business solutions designed to safeguard you and your family against the financial impact of death, critical illness, or long-term absence from work due to ill health.
Sam adopts a proactive approach and is committed to delivering a high standard of service throughout every stage of the client journey.
For customers who have previously been advised by Karen Jones or Hugh Bowden please contact our Dorchester office and we will be happy to offer you continued professsional advice to suit your needs.