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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Claire Belcher | Senior Administrator at Penrose Wealth Management Ltd | Greater Guildford Area, United Kingdom |
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| Vic Kleboe Fca Cta Fpfs | Mphys (Hons), Fca, Cta, Fpfs Chartered Financial Planner & Fellow of the Personal Finance Society | Camberley, England, United Kingdom |
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| Robert Wallace | Operations Supervisor at Penrose Wealth Management | Alloa, Scotland, United Kingdom |
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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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