Welcome to Pentelow Wealth Management - for today and tomorrow

An esteemed family practice offering first rate financial advice for both private and corporate clients.

With a structured approach to managing your wealth, we work with you to understand your financial objectives and implement effective strategies that will help you both manage and enjoy your wealth today and tomorrow.


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Our approach

In over 30 years of being involved in financial services our shared family philosophy has never changed and is shared by our entire Practice:

  • Protect it - Protect your wealth to ensure hard earned standards of living can never be affected by either death or illness. 

  • Grow it - Grow your wealth utilising a diversified approach which aims to achieve a real rate of return’ above and beyond the cost of living.

  • Pass it on - Implement strategies to support the next generation and pass on your wealth as tax efficiently as possible.

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.

Testimonials

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Pentelow Wealth Management deliver down to earth, pro-active advice that can be understood by all. We now have clearly defined objectives for all aspects of our financial planning, and meet with the Pentelow Wealth Management regularly to review performance and update our objectives. This enables...

Duncan Bullough

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.

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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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
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Pentelow Wealth Management is a trading name of The Pentelow Practice Ltd. The Pentelow Practice Ltd is registered in England and Wales, Number 03507173. Registered Office: 2nd Floor, Chancellor Court, The Calls, Leeds, LS27EH.