About us

Our founder, Sarah Penn, has worked in financial services for 20 years. Over that time, the pace of regulatory change has been immense, but the technological changes have been glacial. We are still building a better mousetrap. After a meeting with her own planner, Sarah realised that there was a glaring gap between the experience that financial advisers want to give their clients and what is currently possible. Given the start of any advice relationship is the collection of customer information, this is where Telescope is starting too.

Sarah Penn
 Founder & CEO