The world of finance is not everyone’s cup of tea and managing your money can be a time-consuming headache if you don’t have a natural flair for it.
The Pentelow family do, though, and where acronyms like SSAS and SIPP may confuse you, in our practice we are strangely excited by them. From drawdown; balanced managed funds, with profits to inheritance tax. It’s not Greek to us - but an opportunity to create wealth for you.
Between us, our varied experience, personalities and specialisms mean one of the team will suit your portfolio, whether that’s personal savings, a private pension or an international corporate investment and everything in-between.
As a founding member and Principal Partner Practice of the acclaimed St. James's Place Wealth Management you are assured that our credentials are impeccable. Qualified and regulated to the highest levels, our understanding of how the complexities of legal, economic, political and tax issues affect your wealth is second to none. We have a client retention rate of 99.12% and our clients have funds under management with St. James's Place Wealth Management in excess of £200 million
We aim to show you how to look after your money, believing you’ve earned the right to enjoy it (and even spend some) and ultimately help you to protect your wealth, grow it and one day pass it on.
For more of an insight into our key team members please have a look at our profiles below. For a full, no obligation, review of your finances, please call to arrange a one-to-one meeting. We look forward to meeting you to de-mystify the world of investments and take your finances to a whole new level of security and performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.