Expenditure Monitoring

For some people, taking over responsibility for managing finances post-divorce/separation or bereavement can be a daunting prospect.  For those wishing to regain control of their financial affairs, either through delegating to Pennywise, or through learning new skills and techniques, our expenditure monitoring service and one-to-one coaching is the perfect solution.  We offer this service on a highly affordable monthly retainer basis.

In our experience a tremendous amount of confidence and self-respect can be gained through use of this service.  

For clients requiring professional financial advice, we can make introductions to extremely reputable Wealth Managers and Financial Advisers whom we know and respect.  Please contact us and our in-house advisor will be happy to help.

Absolute confidentiality is guaranteed at all times.