Alan Pentelow
A Founder Member of St. James's Place, Alan Pentelow brings over 25 years’ experience in financial services to his role as Chairman for Pentelow Wealth Management.
About
Alan bases his approach around three core focuses:
- Protecting your wealth; from unnecessary tax, against the rising cost of inflation, and the volatile world we live in.
- Growing your wealth; so you can enjoy the fruits of your hard-earned money and live the lifestyle you want.
- Passing on your wealth; so your family and loved ones will benefit from this without unnecessary paperwork or stress.
Outside of the office Alan is a keen rugby union fan, and has enjoyed the role of Yorkshire RUFC selector, along with being President of Halifax RUFC.
Alan’s Client Support Team
Debra Gilsenan and Cameron Young 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.
If you have any questions of an administrative nature, Alan’s Client Support Team should be your first port of call.
His Specialisms
· The investment market
· Inheritance Tax Planning
· Strategic planning.
· Problem solving.
· Thinking outside the box
The value of an investment with St. James's Place is 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
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.
