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.
Alan Pentelow, his daughter Emma, and son Rob have established a reputation for a highly developed understanding of the financial world and an uncanny ability to communicate that knowledge clearly to clients. Theirs is a friendly, personal service, which is why the Practice has 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.
Covering workplace pension planning, 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.
Working with Pentelow Wealth Management takes the hassle out of wealth management. We provide fund management, bespoke advice, and our client support team are there to assist with any queries you might have.
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 Today and Tomorrow.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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