Northern Spire Ltd
Pentelow Wealth Management is a family-run financial advisory practice specializing in wealth management for both private and corporate clients.
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Pentelow Wealth Management is an esteemed family practice specializing in financial advice for both private and corporate clients. With over 30 years of experience in the financial services industry, they have a structured approach to managing wealth. They work closely with clients to understand their financial objectives and implement effective strategies to help them build, grow, protect, and preserve their wealth. Pentelow Wealth Management prides itself on delivering clear, unambiguous, and understandable advice, ensuring clients are fully informed and confident in their financial decisions.
Pentelow Wealth Management is an Appointed Representative of St. James's Place Wealth Management plc, a large UK financial advice company. This means that they offer a wide range of products and services created and managed by St. James's Place. By partnering with St. James's Place, Pentelow Wealth Management gains access to extensive resources, including expert tax specialists, product experts, and dedicated support teams. They are also able to leverage the size and scale of St. James's Place to negotiate better fund manager fees, engage with companies on ESG credentials, and advocate for client interests on a larger scale.
Mission
Pentelow Wealth Management is a family practice focused on providing first-rate financial advice to both private and corporate clients. They take a structured approach to wealth management, working closely with clients to understand their financial objectives and implement effective strategies that help them manage, grow, protect, and preserve their wealth for the present and future.
Culture
Pentelow Wealth Management promotes a culture built on trust, expertise, and empathy, emphasizing a highly personalized service focused on long-term relationships. They prioritize client financial wellbeing and strive to 'earn the right' to be their trusted advisor for years to come. This approach is reflected in their commitment to face-to-face reviews, clear communication, and ongoing support through life's changes.
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