Faye Formisano
BSc(Hons) FPFS, Cert CII(FS)
Faye has been in the personal financial services sector for almost 20 years, joined the prestigious St. James's Place in 2007, establishing her own practice Pennine Wealth Management.
As Founder of Pennine Wealth Management and Chartered Financial Planner, Faye particularly enjoys supporting other business owners achieve their financial aspirations. She is also a specialist within retirement planning working extensively with clients on aspects of both accumulation and decumulation strategy for maximum tax efficiency. Faye strongly believes in looking at the ‘bigger picture’, allowing all aspects of a client’s financial arrangements to work together seamlessly to achieve their objectives.
Faye is proud to have attained the prestigious title of Fellow of the Chartered Insurance Institute and Personal Finance Society, their highest accolade as well as being a Chartered Financial Planner – the recognised Gold Standard of advice within the Industry.
Whilst a successful business woman and experienced professional, having a family herself underlines Faye’s personal understanding and commitment to the importance and challenges of building a secure financial future. Pennine continually works with clients as their needs evolve and change through different personal or business life stages, tailoring its advice and support for ongoing peace of mind.
Faye is focused on delivering exceptional customer service and has built a successful business based on long-standing relationships and personal recommendations.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
