Our approach

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 over 150 business owner managers 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 our expertise is second to none.

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 your wealth to ensure you and your family are secure should the worst happen. We look to understand your specific financial position and objectives so we can help you to protect what you have earned.
  • Grow your wealth through implementing a range of strategies to help you grow your wealth in the most tax-efficient way. Our diversified approach aims to achieve a ‘real rate of return’ above and beyond the cost of living for our clients.
  • Pass it on to the next generation as tax efficiently as possible, mitigating against potential inheritance tax so you can enjoy today as well as tomorrow.

We believe that enjoying your wealth is vital - otherwise what has it all been for?

As a Principal Partner Practice of a FTSE 100 Company, Pentelow Wealth Management has access to expert global fund managers to find the best practical approach for every single one of our clients.

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.


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.