Pennine Wealth Management
80 Huddersfield Road, West Yorkshire, United Kingdom
About Pennine Wealth Management
At Pennine Wealth Management, our passion is helping individuals, families, and businesses achieve their financial goals through sound investment strategies and risk management techniques. We have been providing expert financial advice and bespoke solutions since our establishment, making us a trusted name in the finance and insurance industry in Holmfirth and beyond.
Located in the heart of Holmfirth, at 80 Huddersfield Rd, our boutique financial planning firm offers a personalized approach to financial planning and wealth management. Our team of experienced professionals have a wealth of knowledge and expertise in our field, and are committed to providing the highest level of customer service to ensure our clients receive the best possible experience.
We believe that every client is unique, and therefore, we offer tailored solutions to meet your specific needs and objectives. Whether you are looking to invest for long-term growth or generate income, protect your assets, or plan for retirement or education, we prioritize your needs and goals to create a personalized financial plan that suits your lifestyle and risk tolerance.
As a leading insurance agency, we also offer a range of insurance solutions to cover everything from life and health insurance to property and liability insurance. Our team can help you navigate the complexities of the insurance market and find the coverage that suits your unique circumstances.
Pennine Wealth Management is more than just a finance and insurance establishment - we are a point of interest for anyone seeking to improve their financial well-being. Whether you are just starting out, building a family, or planning for retirement, we can help you achieve your financial goals and secure your future. Contact us today to schedule a consultation and see how we can help you.
Photos of Pennine Wealth Management
80 Huddersfield Rd, Holmfirth HD9 3AZ, United Kingdom
Opening hours of Pennine Wealth Management
Monday:
09:00 - 17:30
Tuesday:
09:00 - 17:30
Wednesday:
09:00 - 17:30
Thursday:
09:00 - 17:30
Friday:
09:00 - 17:30
Saturday:
09:00 - 17:30
Sunday:
09:00 - 17:30
Reviews of Pennine Wealth Management
"Exceptional levels of service and customer care. Faye's approach is completely holistic, providing levels of knowledge and attention that are way beyond the norm. I would have absolutely no hesitation in recommending this company."
"I have worked with Faye and Pennine Wealth for a number of years and hold a variety of investments in pensions, international bonds, ISA's unit trusts, VCT's, EIS's, Life Policies as well as trusts and gift and loan schemes and I have found Faye to be equally knowledgeable across the entire range of investment vehicles. Faye has a down to earth no nonsense approach to finance and investments and debunks much of the unnecessary jargon to present plainly easy to understand information that she will use to tailor the investment approach to your risk appetite based need. Nothing is too much trouble and there is never any pressure to pursue any idea that she presents. Take finance decisions at your pace with your choice of exposure to risk and your desire for reward. I love the way Faye takes a lifetime tax liability approach to investment advice with a view to creating a bespoke portfolio tailored to your individual need aiming to derive the maximum yield with the minimum tax (whilst of course always staying within the current rules!). The team (Becky is also a top, top star) are always there to work through the admin and take the pain of paperwork away from the clients as far as regulation allows. I have worked with a bad advisor in the past so can clearly discern a very knowledgeable and caring practitioner when I meet one and that is Faye from first handshake to cheery goodbye. Keep up the great work Faye and here's to many more years of successful investing together."
"I found Pennine Wealth Management after reading some great reviews, and now I can see why. Faye's approach is extremely knowledgeable combined with plain speaking and a very personable manner. After performing a comprehensive review of my situation, I'm confident that I've made a good decision to work with them. Highly recommended."
"Such a wonderful friendly team. Faye really knows what she’s talking about and goes out of her way to make sure you’re taken care of. I can’t recommend them highly enough"
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