The David Penney Practice
Introducing The David Penney Practice
  • The David Penney Practice

    Introducing The David Penney Practice - 1min 29secs
    Find out who we are and how we can help...

  • A clients perspective

    A clients perspective - 3mins 6secs
    Hear from a number of our valued clients...

  • GEneration to Generation planning

    GENERATION to GENERATION planning
    Creating an enduring legacy for your family...















For almost twenty years, David Penney has offered individuals and businesses expert advice on wealth management. Our strategies can help you to meet your financial objectives, including the provision of an enduring legacy, efficiently. We have particular expertise in investment management, asset protection, retirement strategies and Inheritance Tax mitigation. Any advice provided by The David Penney Practice will be tailored to your individual needs and based on our core values of quality, integrity and excellence.

“I firmly believe in helping people protect their wealth. Traditional financial advice tends to focus on the current generation only and not pay sufficient attention to future generations. I want to help clients ensure that they leave their assets to others exactly in the way they intended.”


David Penney
Senior Partner of St. James's Place Wealth Management