Independent Financial Advisers

Weymouth: 01305 788901  |  Dorchester: 01305 268942

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

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.

Email: alison.theobald@pennywisefs.co.uk

Phil's Resume

Phil

Phil has been working in the property and financial services sectors for over 12 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

Hugh's Resume

Hugh

Hugh has been working in the finance sector for over 10 years and can offer advice for mortgage options on everything from purchasing your first home, remortgaging, buying commercial or investment property right through to Equity Release in later life. 

Hugh also specialises in protection advice and can offer a range of business and personal solutions to ensure that you and your family are protected against the financial impact of death, critical illness and inability to work.

Hugh’s careful and considerate manner will ensure that you receive excellent customer service and advice tailored specifically to your needs. 

Email: hugh.bowden@pennywisefs.co.uk