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Martin Penn Financial Services Limited

Meet the Team


Martin Penn DipPFS

Martin began his career as "The man from the Pru".  Through the 80's and 90's he gained knowledge and skills while progressing through varied sales and management roles.  The first decade of the new millennium saw him transfer his corporate experience, to successfully develop and manage an independent firm of financial advisers based in Chester.  In 2010 Martin established MPFS primarily to dedicate his attention to providing a high quality personalised financial planning service.




His prime objective is now to deliver affordable professional advice for local business owners and private clients.

Simon Williams

Simon came from a legal background at Bangor University where he had developed research skills and advocacy; joining MPFS in November 2013.  He has since developed knowledge and financial fluency through the analysis and research of financial solutions.  Now an experienced Paraplanner, Simon has progressed to the role of Auto Enrolment Accounts Manager.  He is responsible for the setting up, presentation and ongoing maintenance of work place pension schemes, ensuring business owners are fully compliant ahead of their staging dates.


Outside of work, Simon can be found keenly involved in  a local charitable society, on piste at his nearest fencing salle, or teaching bushcraft and navigation in his capacity of Scout Leader.


Copyright 2015 Martin Penn Financial Services Limited.

Registered address: As above

Registered in England and Wales, number 8447517.


MPFS is a trading style of Martin Penn Financial Services Limited  which is an appointed representative of CAERUS Financial Limited.  

CAERUS Financial Limited is part of the CAERUS Capital Group, which is wholly owned by Intrinsic Financial Services Limited.  

Old Mutual Wealth Holdings Limited owns 89% of the share capital of Intrinsic Financial Services Limited with the remaining 11% being owned by minority shareholders.


CAERUS Financial Limited is authorised and regulated by the Financial Conduct Authority (FCA).  FCA number 497604


CAERUS Financial Limited is a limited company registered in England and Wales, registered number 06784783, registered office: Wiltshire Court, Farnsby Street, Swindon, SN1 5AH


The guidance and / or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.


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