Jenny joined St. James's Place in 2009 and subsequently joined Pentelow Wealth Management team in 2011.
Having started in the role of PA to Rob Pentelow, she subsequently moved into the position of Practice Manager in 2017. In her new expanded role she works to make sure that Pentelow Wealth Management runs effectively and efficiently on a day-to-day basis across all members of the team.
Jenny has previously enjoyed a life as a Personal Trainer and Sports Therapist before choosing her new career in wealth management. She adds tremendous value to the Practice as a whole, with a wide remit of responsibilities.
Heather joined Pentelow Wealth Management in 2019 as appointment maker, having extensive experience in the role prior to joining our team.
Her role sees her as the first point of contact for most clients: booking appointments for the Partners, hosting client events and company presentations across the county, and helping to keep a close working partnership between clients and their advisor.
In her spare time Heather is an avid football fan who enjoys spending time with her family and travelling abroad in search of sunshine.
Debra joined St. James’s Place in 1999 before becoming a part of Pentelow Wealth Management team in 2002 and now has over 30 years of financial services experience behind her. She is based in our Leeds office.
In her current role she provides PA support to Alan, has an eye for detail and a passion for excellent customer service. Her role involves client preparation, writing suitability letters, submitting daily business and providing specialised document production for clients and Partners.
Debra is an extremely valued member of the team who enjoys spending time with her family and socialising. She has completed the Chartered Insurance Institute’s Financial Planning Certificate and Mortgage Advice Qualification whilst working with us.
Nathaniel joined the team in September 2019 as Private Client Support for the Practice, having graduated with a Masters Degree in Accounting and Finance from Leeds Beckett University.
His role involves client preparation, liaising with external policy providers and providing specialised document production for clients and advisers across both our Leeds and Skipton Offices.
Away from the office, Nathaniel is a big fan of cooking. He enjoys sport - especially football - and has travelled round the world, always keen on seeing new places.
Sharon joined the team in February 2015 with over 9 years financial services experience as a Financial Administrator.
In her current role she provides PA support to Emma and utilises her wealth of experience to provide a high level of service for all of Emma’s clients. Based at our Broughton Hall location in Skipton, Sharon’s role involves client preparation, writing suitability letters, submitting daily business and providing specialised document production for clients and Partners.
Sharon enjoys time with her family and training for various personal challenges. She brings a fresh approach to the role of the PA having worked outside of St. James’s Place before joining the Practice.
Amita joined Pentelow Wealth Management in August 2016, where she works in the role as Private Client Support to Rob Pentelow.
Amita's role, based in our Leeds office, involves client preparation, writing suitability letters, submitting daily business and providing specialised document production for clients and Partners.
When not in the office, Amita enjoys spending time with her family, and visiting friends across the country.
Charlotte joined the team in July 2018 as Private Client Support to Rob Pentelow, and has 4 years’ experience in financial services, working in several different positions within the industry.
Her role involves client preparation, submitting daily business and providing specialised document production for clients and Partners.
When not in the office, Charlotte enjoys travelling the globe, having been to Europe as well as America, where her Uncle lives. Her next journey will hopefully take her even further afield, to visit Australia and Thailand.
Rachel joined the team in February 2016 with over 10 years financial services experience in different positions
Based across both our Broughton Hall location in Skipton and our office in Leeds, Rachel’s role involves handling corporate schemes and ensuring that projects such as pension increases, group protection renewals and tri-annual auto enrolment re-enrolments are handled in both a professional and timely way.
Rachel is an avid fell runner captaining her local running club and testing her metal on a weekly basis.
Lauren joined St. James’s Place in October 2016, and Pentelow Wealth Management in November 2017, working as part of our busy administrative team.
Lauren’s role involves general administration, record management and filing, and providing support to clients and Partners.
She enjoys exploring new places and travelling, drawing and painting. She spends her spare time visiting her family in Cumbria, going to see friends around the country and exploring Leeds as much as possible.
Lucy joined Pentelow Wealth Management in March 2018 and brings five years of experience to her role as a Specialist Paraplanner.
She provides dedicated paraplanning support to the Practice. Her role involves researching bespoke technical solutions to meet client needs and objectives, and preparing client suitability reports and presentations. She is currently working towards her Diploma in Financial Planning.
Outside of the office Lucy is a keen baker and avid reader, and has travelled all over the world, having recently visited Mexico, Dubai, and Greece.
Stephanie joined the company in November 2012 after recently moving up to Leeds from Nottingham. Stephanie brings five years of experience from the retail banking industry and provides excellent customer service whether over the telephone or on a face-to-face basis.
Having started as a part-time Practice Administrator, Stephanie moved up to a role as full-time PA support before graduating in 2016 to her current role as a Report Writer. With the arrival of her son in early 2016, she works remotely in Nottingham in order to support the Paraplanning team.
She is also working towards starting her financial qualifications to support her forward progression within the Practice.
With over 15 years of experience in the marketing world, and eight of those spent supplying bespoke marketing services to Pentelow Wealth Management, Andy Taylor joined our team in Leeds as marketing consultant in 2018.
He started his own agency, Outsmart, in 2010, working with a range of clients both nationally and internationally. He brings both client and agency experience to the team, and his role involves event organisation and management as well as marketing and promotional duties for the Practice.
Andy is a family man, and a keen fan of sports of all kind - but especially football!
Stephen joined the team in September 2015 as Practice Administrator coming from previous roles in the Mid Yorkshire Hospitals NHS trust.
In his current role he provides full-time administrative support to the Practice, working in a range of roles and with all four of our Partners. With a background in press and marketing, Stephen also coordinates online and print content and copy for Pentelow Wealth Management, and works alongside Andy on marketing content.
Stephen completed a masters in English Literature at Leeds University and boasts a number of articles for publications including Publishers Weekly and MTV.
Christine has been involved in the business since day one running the accounts, as well as taking charge of planning and overseeing Corporate Events. A huge support to the Pentelow Family, Christine’s multi-tasking is widely recognised and her ability to work under pressure greatly treasured.
Passionate about the development of the Practice, Christine supports the team with dedication and enthusiasm.