Jennifer Egan

Jennifer Egan Email and Phone Number

Operations Manager @ Pentelow Wealth Management
Leeds, GB
Jennifer Egan's Location
Leeds, England, United Kingdom, United Kingdom
Jennifer Egan's Contact Details

Jennifer Egan work email

Jennifer Egan personal email

n/a
About Jennifer Egan

I joined St. James's Place in 2009 and subsequently joined The Pentelow Practice team in 2011.Originally joining the team to administer group schemes, co-ordinate Practice events/seminars and support all aspects of the company accounts, I was appointed to the role of PA to Rob Pentelow in 2014. Whilst still involved with that team, I have since moved onto the role of Practice Manager in 2017. In my new expanded role I work to make sure that Pentelow Wealth Management runs effectively and efficiently on a day-to-day basis.I have previously enjoyed a life as a Personal Trainer and Sports Therapist before choosing a new career in wealth management. I am also currently working towards further financial qualifications to continuously enhance my skill set.

Jennifer Egan's Current Company Details
Pentelow Wealth Management

Pentelow Wealth Management

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Operations Manager
Leeds, GB
Jennifer Egan Work Experience Details
  • Pentelow Wealth Management
    Operations Manager
    Pentelow Wealth Management
    Leeds, Gb
  • Pentelow Wealth Management
    Operations Manager
    Pentelow Wealth Management Jan 2023 - Present
    Leeds, England, United Kingdom
  • Pentelow Wealth Management
    Practice Manager
    Pentelow Wealth Management Jan 2017 - Present
    Leeds, United Kingdom
  • The Pentelow Practice Ltd,  St. James'S Place Wealth Management
    Practice Administrator
    The Pentelow Practice Ltd, St. James'S Place Wealth Management Apr 2011 - Present
    Leeds, United Kingdom
    Here at The Pentelow Practice Ltd we pride ourselves on both our expertise and track record in advising both private and corporate clients and aiding them to reach their financial and personal goals. With a client retention rate close to 99% and funds under management of £96 million.Our clients are as varied as you can imagine because we find it more interesting that way. We look for clients who want to actively manage their finances to enable them to get the most out of life. A fundamental of our practice is that people work hard for their money and need advice to make sure that all their effort is not wasted.The Pentelow Practice Ltd provides an excellent base from which to plan your financial success. Whether you are looking for complex advice to minimise your tax bill while maximising your revenue or are just starting out on the road and looking to buy your first house we can assist you.
  • St. James'S Place Wealth Management
    Practice Manager
    St. James'S Place Wealth Management Aug 2009 - Mar 2011
  • Alpha Recruitment
    Senior Account Manager
    Alpha Recruitment Jan 2009 - Jul 2009
    Alpha Financial Services are a leading Financial Services Search & Selection company, we specialise in:Private and Retail BankingLife, Investment and Pension professionalsMortgage Services professionalsSenior AppointmentsOur approach to the Financial Services market is simple, we work with a select number of clients and service them to the highest possible standard which is underpinned the most detailed understanding of the industry
  • Burns Carlton
    Executive Research
    Burns Carlton Jun 2007 - Dec 2008

Jennifer Egan Education Details

Frequently Asked Questions about Jennifer Egan

What company does Jennifer Egan work for?

Jennifer Egan works for Pentelow Wealth Management

What is Jennifer Egan's role at the current company?

Jennifer Egan's current role is Operations Manager.

What is Jennifer Egan's email address?

Jennifer Egan's email address is je****@****ail.com

What schools did Jennifer Egan attend?

Jennifer Egan attended University Of Gloucestershire.

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