0330 038 8938
Based in Bank
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2024
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tudor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Tudor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
43
Recent Client Reviews
Tudor has received 43 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tudor has received 43 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Tudor has not yet added their qualifications to their profile
Qualifications not yet added
Tudor has not yet added their qualifications to their profile
Transparent Fees
Tudor has not yet added their fees to their profile
Fees not yet added
Tudor has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Tudor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 April 2025
Tudor and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
43
Recent Client Reviews
Tudor has received 43 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tudor has received 43 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 10 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Tudor has not yet added their qualifications to their profile
Qualifications not yet added
Tudor has not yet added their qualifications to their profile
Transparent Fees
Tudor has not yet added their fees to their profile
Fees not yet added
Tudor has not yet added their fees to their profile
I am a Senior Associate, Chartered Financial Planner at The Penny Group. We are a Wealth Management firm specialising in Investments & Pensions, Mortgages, Estate Planning & Protection. I take great pride in learning what drives and concerns my clients and providing them with the tools to make both the logical and emotional decisions that we come across in our lifetimes. I find this is best achieved through a thoughtful, compassionate and tailored approach. My advice covers all areas of Wealth Management including: - Retirement Planning & Consolidation - Tax Efficient Investment Planning - Financial Protection/Insurance - Inheritance Tax Planning Aside from this, my passion lies with sport. My weekends are usually spent on a golf course and thinking about planning the next ski trip. If you would like to find out more or have an informal chat, please feel free to reach out. Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
Offers available through VouchedFor
Contact Tudor through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Tudor's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.