PR&W was formed in 2013 by David Penney, Peter Ruddy and Jeff Winter, who has since left the company. Peter and David previously worked together as Independent Financial Advisers and developed an extremely productive relationship, based on client care and highly technical advice. We identified the opportunity for growing a successful financial planning business and formed PR&W.
Our team includes two financial planners, each with different skills and fields of expertise, and both holding Chartered titles. PR&W also employs a Chartered Wealth Manager to carry out our investment research. We provide advice to clients with total assets in excess of £175 million. We are truly independent, with no outside influences.
Peter started his career at the General Accident. In 1977, Peter Ruddy & Partners was registered at Companies House. After 30 very successful years, Peter sold his business to an IFA in London, but continued to work as a self-employed consultant until 2013.Peter is a very well respected individual within the financial services industry and many of his clients are from within our industry.
Peter is a keen sportsman and a member of the MCC. Peter’s City connections include being a Liveryman of the Worshipful Company of Bowyers and having the Freedom of the City of London.
PR&W specialises in pensions, investments, protection and estate planning. Whether you are saving for the future, planning ahead for your retirement or require an income from your capital, we can help you put together a plan that meets your objectives and minimises your tax liability. We provide advice to clients with total assets in excess of £175 million.
Penney, Ruddy & Winter Ltd is authorised and regulated by the Financial Conduct Authority and is recorded in the Register under reference number 626355. Registered in England & Wales under company number 8325152. Registered Office: 6th Floor, 25 Farringdon Street, London EC4A 4AB.
Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction, then you have the right to refer your complaint to the Financial Ombudsman Service to help resolve this. Please see the following link for further details:
Our nearest Underground station is Bank, which is a two minute walk. Leave the station from Exit 9 and walk up Poultry towards St Pauls. We are located on Old Jewry, which is the first road on the right hand side. We are directly on the left.
