Pennine Wealth Management

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Holmfirth, United Kingdom

penninewealthmanagement.co.uk
Financial planner· Income protection insurance· Insurance broker· Income protection insurance agency· Insurance agency· Investment service

Pennine Wealth Management Reviews | Rating 5 out of 5 stars (4 reviews)

Pennine Wealth Management is located in Holmfirth, United Kingdom on 80 Huddersfield Rd. Pennine Wealth Management is rated 5 out of 5 in the category financial planner in United Kingdom.

Address

80 Huddersfield Rd

Phone

+44 1484687777

Amenities

Toilets

Open hours

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Aex H

I have worked with Faye and Pennine Wealth for a number of years and hold a variety of investments in pensions, international bonds, ISA's unit trusts, VCT's, EIS's, Life Policies as well as trusts and gift and loan schemes and I have found Faye to be equally knowledgeable across the entire range of investment vehicles. Faye has a down to earth no nonsense approach to finance and investments and debunks much of the unnecessary jargon to present plainly easy to understand information that she will use to tailor the investment approach to your risk appetite based need. Nothing is too much trouble and there is never any pressure to pursue any idea that she presents. Take finance decisions at your pace with your choice of exposure to risk and your desire for reward. I love the way Faye takes a lifetime tax liability approach to investment advice with a view to creating a bespoke portfolio tailored to your individual need aiming to derive the maximum yield with the minimum tax (whilst of course always staying within the current rules!). The team (Becky is also a top, top star) are always there to work through the admin and take the pain of paperwork away from the clients as far as regulation allows. I have worked with a bad advisor in the past so can clearly discern a very knowledgeable and caring practitioner when I meet one and that is Faye from first handshake to cheery goodbye. Keep up the great work Faye and here's to many more years of successful investing together.

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Glen Sykes

I found Pennine Wealth Management after reading some great reviews, and now I can see why. Faye's approach is extremely knowledgeable combined with plain speaking and a very personable manner. After performing a comprehensive review of my situation, I'm confident that I've made a good decision to work with them. Highly recommended.

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Thomas Kitchen-Dunn

Such a wonderful friendly team. Faye really knows what she’s talking about and goes out of her way to make sure you’re taken care of. I can’t recommend them highly enough

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Karen White

I went to Faye at Pennine Wealth Management on recommendation when my husband and I needed financial support. From the very beginning, Faye’s advice has been insightful and clear and we can trust her entirely with all our finances. Faye understands our family’s priorities and concerns and leaves us feeling confident about our decisions after every meeting. I would recommend Pennine Wealth Management to anyone.