Pennine Wealth Management

Pennine Wealth Management

Financial Advisor in Holmfirth, West Yorkshire, HD9 3AZ

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About the Business

Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation, enabling the opportunity for you to achieve life goals through the Structured Management of your finances.

Specialising in offering expert advice in a wide range of important areas including:

  • Investment Planning;
  • Inheritance Tax planning;
  • Pension Planning;
  • Protection;
  • Corporate financial services.

Our philosophy focuses upon maintaining long-term, trusted relationships with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients.

As a member of the St. James's Place Partnership, which is the advisory channel for St. James's Place Wealth Management, we can provide you with a holistic wealth management service designed to meet both your short and long-term needs.

Business Services
Our Services

Our Services

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

Take control of your tax year-end plans: Over a decade since the financial crisis, the world is still a very uncertain place.

Investment Planning: The right investments can offer real opportunities to grow your wealth and protect it against inflation.

Retirement Planning: Regardless of the life stage you have arrived at, it's important to receive the right advice on your pension requirements.

Protecting You & Your Estate: Providing effective solutions to meet the insurance and protection needs of our clients.

And more!!!

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Location & Hours

80 Huddersfield Road

Holmfirth, HD9 3AZ
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