Alan Pentelow Chairman DipPFS – The Wealth of Experience
Alan is a Founder Member of St. James’s Place Wealth Management. He brings over 25 years experience in financial services to his role as Principal of Pentelow Wealth Management.
Building and consolidating the range of client services for Pentelow Wealth Management over the years has been one of Alan’s key focuses based around the premise of enabling clients to protect, grow and enjoy their wealth, as well as being able to pass it on.
Alan is a keen rugby union fan, and has enjoyed the role of Yorkshire RUFC selector, along with being President of Halifax RUFC.
Your Client Support Team
Debra Gilsenan and Nathaniel Martin make up Alan's Private Client Support Team and deal with the administration of any day-to-day requests that you may have including fund switches, valuations, new money investments and encashments. They are your first point of contact in all cases as Alan liaises with them daily and therefore all questions, issues or queries discussed will reach him directly.
Strategic planning, problem solving and the ability to think outside the box are Alan’s main strengths. He has utilised these skills to tackle many challenges he has experienced over the years, while building and consolidating the range of services to clients and the reputation of Pentelow Wealth Management. Alan’s areas of expertise are the investment market and inheritance tax planning.