Pennine Wealth Management

Pennine Wealth Management

Financial Services

Holmfirth, Yorkshire 81 followers

Specialist in Personal and Corporate financial planning advice, wealth protection, succession and estate planning.

About us

Looking after your financial future and ongoing peace of mind. 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. At PWM 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 treat all our clients as an individual and we listen and advise based on our professional experience. Our Founder, Faye Formisano is a Chartered Financial Planner, with almost two decades of experience within the financial services sector. A specialist within retirement planning and holistic wealth management, Faye was awarded the prestigious title of Fellowship of the Chartered Insurance Institute and Personal Finance Society as recognition of her extensive qualifications and high standard of professional service within the financial services sector. 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 recommendations. We would be delighted to hear from you, drop us a line faye.formisano@sjpp.co.uk or call 01484 687777. Also visit www.penninewealthmanagement.co.uk Pennine Wealth Management 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). SJP Approved

Industry
Financial Services
Company size
2-10 employees
Headquarters
Holmfirth, Yorkshire
Type
Privately Held
Specialties
Financial Services, Wealth Management, Retirement Planning, and Investment Planning

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