Saisha Penny

Overview

Chartered Financial Planner at AES, Saisha brings a first-class academic background in banking and international finance and a genuine personal mission: to make financial advice accessible to more people. She works with clients at every stage of their financial journey - from those just starting to build wealth, to those approaching retirement - managing portfolios, running detailed cashflow projections and helping people make smarter decisions about their money, their retirement and their financial future.

Experience

Saisha graduated with a first-class BSc in Banking and International Finance from Bayes Business School before beginning her career as a Chartered Financial Planner at Saunderson House, where she spent over five years advising clients and managing assets exceeding £300 million. She then moved to Brooks Macdonald as a Wealth Administrator, deepening her expertise in helping clients achieve financial independence. She joined AES in 2025, bringing with her a strong foundation in retirement planning, succession planning, wealth transfer and estate planning, as well as a deep commitment to financial education - having delivered financial planning workshops across the UK in schools and football clubs to help people develop a better understanding of long-term financial wellbeing.

Credentials

Specialisms