Rob Pentelow Email and Phone Number
Alongside my father and sister, I head up a large team within our Leeds and Skipton based offices of Pentelow Wealth Management, catering for in excess of 1,200 Private and Corporate clients whilst still retaining the family ethos of 'doing things right for people'. Passionate about the service provided by the team, I am an advocate of meeting customer needs, and am dedicated that clients' expectations are exceeded in all regards. I provide reliable personal financial advice to directors of PLC's, partners in professional practices and business owners, in addition to help our personal clients PROTECT, GROW, and PASS ON their wealth to the next generation in the most tax efficient manner.I became a Partner within the Family Practice in 2007, following 7 years of running my own health club ‘Supreme Fitness’ which helped me develop a key understanding of private enterprise. My Specialities include: • Retirement Planning, Pension Reviews and Pension Planning• Short, Medium and Long term Investment Planning Strategies• Investment Performance Analysis and Bespoke Portfolio Construction• Personal and Business Protection (Life Cover; Critical Illness; Key Person; Death in Service Schemes)• Investment, Pension and Inheritance Tax Planning Seminars • Inheritance Tax Planning SolutionsPentelow Wealth Management is one of only six Founder Practices of the St. James's Place Wealth Management Group, which started trading in 1992 and is now one of the UK's leading Wealth Management Companies. But despite this prominent position, our Practice continues to pride itself on personal, down to earth advice and straight forward thinking - an approach which has led to its continued success.The value of your investment can go down as well as up. You could get back less than you invested.For further details, please see http://www.pentelow-wealth-management.co.uk/The Partner Practice 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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Pentelow Wealth Management is the trading name of The Pentelow Practice Ltd.
Pentelow Wealth Management
View- Website:
- pentelowpractice.co.uk
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Financial Adviser And Wealth ManagerPentelow Wealth ManagementLeeds, Gb
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Financial Adviser & Wealth ManagerPentelow Wealth Management Jan 2007 - PresentLeeds, United KingdomHere at Pentelow Wealth Management 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 £186 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… Show more Here at Pentelow Wealth Management 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 £186 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.Pentelow Wealth Management provides an excellent base from which to plan your financial success. Whether you are looking for complex advice to help minimise your tax bill while helping to maximise your wealth or are just starting out on the road and looking to buy your first house we can assist you. Show less -
OwnerSupreme Fitness 2000 - 2007South YorkshireOn leaving University with my degree I set up my own Health Club specialising in 1-1 training. This developed into having 3 separate sites throughout South Yorkshire and running a large team of trainers and managerial staff to support the extensive membership which we catered for. In 2004 we were voted as best Small Health Club in the South Yorkshire region based on customer service and experience.This experience gave me a huge grounding in running a medium sized business, developed… Show more On leaving University with my degree I set up my own Health Club specialising in 1-1 training. This developed into having 3 separate sites throughout South Yorkshire and running a large team of trainers and managerial staff to support the extensive membership which we catered for. In 2004 we were voted as best Small Health Club in the South Yorkshire region based on customer service and experience.This experience gave me a huge grounding in running a medium sized business, developed from scratch and provided me with a skill set which enables me to know fully understand and support the experiences which owner managers go through in their day to day roles. Show less
Rob Pentelow Skills
Rob Pentelow Education Details
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CarnegieSecondary Physical Education
Frequently Asked Questions about Rob Pentelow
What company does Rob Pentelow work for?
Rob Pentelow works for Pentelow Wealth Management
What is Rob Pentelow's role at the current company?
Rob Pentelow's current role is Financial Adviser and Wealth Manager.
What schools did Rob Pentelow attend?
Rob Pentelow attended Carnegie.
What skills is Rob Pentelow known for?
Rob Pentelow has skills like Investments, Strategic Financial Planning, Retirement Planning, Wealth Management, Pensions, Income Protection, Insurance, Management, Financial Planners, Tax, Inheritance Tax Planning, Business Planning.
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Robert Pentelow
United Kingdom
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