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Penn Financial
Jan 83 min read
CASE STUDY | The Ripple Effect of Kindness
Be inspired by Sylvia's story. This is how thoughtful financial planning can create a lasting impact on your life and those around you.


Penn Financial
Dec 14, 20243 min read
Understanding Lifetime Mortgages: Your Simplified Guide to Equity Release
Equity Release and Lifetime Mortgages are often used interchangeably in everyday language and the media. However, it’s important to...


Penn Financial
Dec 9, 20242 min read
Penn Financial Expands Services: Equity Release and Islamic Mortgages
At Penn Financial, we are always striving to better serve our clients. That is why we are thrilled to announce that we now hold full...


Penn Financial
Dec 9, 20243 min read
Penn Financial Advisers’ Top Tips for a Financially Stress-Free Christmas
Saan, Lux, and our Equity Release Specialist Paul have come together to share their expert advice on making the season joyful...


Penn Financial
Nov 22, 20242 min read
Meet the Team: Paul Smith
With more than three decades of experience in the financial services industry, Paul Smith brings a wealth of knowledge and dedication to...


Penn Financial
Nov 22, 20241 min read
Emotional & Other Factors in Choosing Downsizing or a Lifetime Mortgage
For many approaching retirement, the choice between downsizing or obtaining a Lifetime Mortgage is not just financial.


Penn Financial
Nov 22, 20242 min read
The Practical Considerations of Downsizing vs. a Lifetime Mortgage
As clients start making retirement choices, deciding between downsizing or opting for a Lifetime Mortgage is a major consideration with...


Penn Financial
Oct 21, 20242 min read
Case Study | A Lifetime Mortgage Success: How Medical Underwriting Helped Mr & Mrs Moore Fund Essential Home Repairs
While Lifetime Mortgages are often written based on age and the value of the property, it is also, in some cases, possible to increase...


Penn Financial
Oct 1, 20242 min read
The Nationwide House Price Index Report: September Records Fastest Annual House Price Growth in Two Years
According to the latest Nationwide House Index report, there has been the "fastest annual house price growth in two years" with the average


Penn Financial
Aug 28, 20242 min read
Grandparents Helping With Private School Fees: Exploring Lifetime Mortgages as a Solution
Private School fees are currently in the news with the planned removal of VAT exemption, and with the average fee for a day pupil...
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