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David Penny


David Penny - Invest Southwest

David has worked in the world of financial advice for nearly thirty years as an Adviser, Regional Manager and Managing Director. Previously employed by LloydsTSB, Birmingham Midshires, Halifax and Bank of Scotland, he has also been involved with Scottish Widows, Cheltenham & Gloucester, AXA and Insight Investments.

David realised that rather than use his qualifications and experience to train and develop financial advisers for the benefit of massive PLCs, he could set up an independent company that would serve the life-long financial needs of its clients. 

The Financial Services Authority (now the Financial Conduct Authority), our industry regulator, selected David to deliver its  'Making the Most of Your Money' presentations. David has been regularly quoted in the national press and was a financial commentator for BBC Somerset radio. You can listen to David's archive on our audio page.

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Vouched For - Dave PennyValue of advice ambassador  Financial Adviser of the year

After a few years absence from the guidance and support of the Company, I decided it may be important for me to enquire about my situation again. In the months since, David Penny has provided my current advice and support. I am delighted to have made a decision which has been enforced by the excellent personal service that I know is there to act in my own interests. This is reasurringly combined with the whole ethos of the company - Mr B, Buckfastleigh.