At Pennine Wealth Management our holistic and intergenerational approach to financial planning helps families to support each other across the generations.

Whether building the foundations to support your children or grandchildren’s education or funding their first home, through to the considerations of care home costs for elderly family members, our priority is to work together to understand the bigger picture with you.

Your business and personal financial decisions may also be more closely connected than you realise, and therefore through our holistic approach we are able to give the right advice to both individuals and business owners. By having the right plan in place you will be helping to increase both your business and personal security for the future.

We will work with you to help achieve your financial objectives:

• Counter the potentially devastating effects of Inheritance Tax planning that your wealth stays where it belongs
• Plan your Retirement using both pension and non pension assets, making the most of your existing benefits and building on these plans for the future
• Build or preserve wealth
• Access to specialist Cash Management - within some corporate and personal accounts, cash receives no interest at all, we have access to a cash management service which aims to get a better interest return.
• Gain financial Protection against risk

Did you know that you can keep up to date with the changes in the markets by following our Weekly Watch every Monday? Start following our updates now.

We’ve also recently launched our Entrepreneurs Club a complementary club for business owners, designed to provide access to advice and support that will help maximise the growth rate and valuation of your business.

Take a look at the Communication Hub a useful source for topical articles to benefit you and your business.

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 is generally dependent on individual circumstances.