Planning for your future, be it for yourself, your family or your business, is one of the most important steps you’ll ever take.
At Pennine Wealth Management we understand the importance of supporting you on this journey and invest our time in understanding your world, where you are now and where you want to be.
We are here to be a guiding hand. Sharing our professional experience, we will work together to find the right ongoing and evolving solution for you, your family and your business through changing circumstances. We offer a wide range of services including:
- Retirement Planning
- Portfolio reviews, investing for income
- ISAs and investment planning
- Children’s savings and school fees plan
- Financial planning for business owners
- Company or personal pension fund analysis
- Self- invested personal pension plans
- Life and health insurance
- Estate planning
- Later life planning
- Offshore investments and trusts*
At Pennine Wealth Management we work with both private and corporate clients from a diverse range of sectors and with our focus on delivering exceptional customer service, we are a business built on long standing relationships and personal recommendation.
We would be delighted to hear from you, simply email us.
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 and generally depend on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.