The Penny Group adds £90m of assets with Surrey planning firm buy

The Surrey-based financial planning firm was founded by Robert Whiting in 1987 and is part of the Openwork Partnership. It has been providing financial planning advice to both individuals and corporates for more than 25 years and brings £90m of assets under advice to TPG. The Whiting Financial team will continue to trade from their existing premises in Farnham, Surrey, and will integrate fully into the group over the next 12 months.  TPG said access to its broader infrastructure and support – both in terms of people resource and technology – will allow the Whiting Financial team to...