Are your finances evolving as your life and business do?
At Pentelow Wealth Management we help time-poor professionals, business owners and families gain clarity and confidence in their financial futures.
As a founding and Principal Partner Practice of St. James’s Place Wealth Management, we are a family-run firm with offices in Leeds and the Broughton Hall Estate in Skipton. Led by Alan Pentelow, alongside his children Rob and Emma, our team is trusted for its practical expertise and ability to communicate complex topics in a calm and confident way. With years of experience and deep client relationships, we understand that no two financial journeys are the same.
We support clients with a wide range of financial planning needs including:
• Business protection and profit extraction
• Retirement and pension planning
• Investment management and reviews
• Inheritance Tax planning and intergenerational wealth
• Protection for families and future goals
• Long-term care and later life planning
Our approach is direct yet reassuring and always tailored to your personal priorities and values. We help clients stay ahead of change with strategic reviews and forward-looking advice.
Pentelow Wealth Management 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested. Your home may be repossessed if you do not keep up repayments on your mortgage.
Company Details
- Employees
- 15
- Address
- Chancellor Court, 21 The Calls,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- pentelow-wealth-management.co.uk
- Keywords
- Wealth Management, Corporate Financial Planning, Pension Guidance and Plans, Investments, Retirement Planning, Growth and Income Portfolios, Savings, ISAs, Investment Bonds, Mortgages, Protection Planning, Offshore Investments, Long term Care, Inheritance Tax.
- HQ
- Leeds, West Yorkshire
Pentelow Wealth Management Questions
Pentelow Wealth Management's website is pentelow-wealth-management.co.uk
Pentelow Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/pentelowwealthmanagement
Pentelow Wealth Management has
15 employees.
View email and phone details for 15
employees at Pentelow Wealth Management.
Pentelow Wealth Management's industry is
Financial Services
Pentelow Wealth Management's top competitors are
Rothschild & Co,
St. James’s Place,
Forvis Mazars In The Uk,
Elvin & Elvin Ltd,
Davis Wealth Management,
Timothy James & Partners Ltd,
Pure Retirement Ltd,
Zopa Bank,
Coutts,
Firmitas Financial Services Ltd.
Pentelow Wealth Management's categories are Financial Services
