Becoming a client
At Pentelow Wealth Management we put our clients first and centre. But what does this actually mean for you on a day to day basis? Our clients know that through working with our team they have access to:
Regular meetings to review and discuss your position.
Properly planned financial future working - towards key objectives and timeframes
A dedicated direct point of contact (no call centres!)
Active online content including Zoom 1-2-1 meetings, webinars, and virtual client events.
The ability to access real-time fund values through our Online Wealth Account
Got a question?
If you would like to speak to us about a particular issue or wish to find out more about the services we offer, please get in touch.
