Pentelow Wealth Management
Financial Services - N/A, N/A, UK
Pentelow Wealth Management Employees
Pentelow Wealth Management Details
A founding and Principal Partner Practice of St. James's Place Wealth Management, Pentelow Wealth Management is an esteemed family firm offering first-rate financial advice to private individuals and corporate clients with businesses at home and abroad.Alan Pentelow, his son Rob, and daughter Emma have established a reputation for a highly developed understanding of the financial world and an uncanny ability to communicate that knowledge clearly to clients.Covering workplace pensions, retirement, investment planning, care fees, Inheritance Tax and every other aspect of financial planning their expertise is second to none. With offices in Leeds and Skipton, between the two locations the team are able to cater as conveniently for the Dales farmer as the city businessman.Based in the idyllic Broughton Hall Business Park office, Emma spends much of her time at Skipton and has developed a specialism in care fees planning alongside her other work. She is an accredited SOLLA (Society of Later Life Advisors) and helps care home owners as well as private individuals to put in place sustainable financial arrangements for long term care.In Leeds, her father and patriarch of the firm, Alan Pentelow, attributes its success to his mantra of helping clients to protect, grow, enjoy and pass on their wealth. Strategic planning, problem solving and the ability to think ‘out of the box' are his key strengths.His son, Rob Pentelow, is heavily involved in the management of the practice and specialises in corporate work, investment planning strategies, pre and post retirement planning and pensions.
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