Penrose Wealth Management Ltd
Company

Penrose Wealth Management Ltd

Financial Services Road, United Kingdom 5 employees
Employees
5

Penrose Wealth Management Ltd Overview

Headquarters
Road, United Kingdom
Industry
Financial Services
Employees
5
Founded
2017
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Penrose Wealth Management Ltd

Penrose Wealth Management Ltd firmly believe that financial support should be for everyone. With this in mind, we have a clear, no nonsense approach that is tailored to you. We care about your finances and are committed to growing your wealth alongside you. We understand that managing your finances can be a daunting prospect, but we are here to cut through the jargon and minimise the burden of admin so that we can put you in control of your finances. Penrose Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the title 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 29/01/2024

Penrose Wealth Management Ltd Contact Details

People in AeroLeads
4

Penrose Wealth Management Ltd Org Chart

Sample employees and titles
Name Title Contact
Claire Belcher Senior Administrator at Penrose Wealth Management Ltd
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Vic Kleboe Fca Cta Fpfs Mphys (Hons), Fca, Cta, Fpfs Chartered Financial Planner & Fellow of the Personal Finance Society
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Robert Wallace Operations Supervisor at Penrose Wealth Management
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Noah Forde Ll.b. (Hons); Client Services Administrator – Practice Support Specialist at Penrose Wealth Management Ltd., Partner Practice of St. James's Place
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Employees by Management Level

Individual contributor 3 profiles
Senior / Lead 1 profile

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