At Pettengell Wealth Management LLP we provide bespoke wealth management advice to private and corporate clients, trustees and deputies. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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 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.
Services
At Pettengell Wealth Management LLP we have an expertise in Trust* and Estate Planning and also provide our clients with a complete financial planning service.
Our expertise helps clients build and preserve wealth, this involves, designing an investment portfolio to fit a client's specific objectives, planning to minimise the impact of tax, utilising allowances and making sure the right people inherit the family wealth so there is a clear succession plan in place.Our clients generally require a long term commitment to help them manage their affairs and that is a key part of our review service.
Our expertise helps clients build and preserve wealth, this involves, designing an investment portfolio to fit a client's specific objectives, planning to minimise the impact of tax, utilising allowances and making sure the right people inherit the family wealth so there is a clear succession plan in place.Our clients generally require a long term commitment to help them manage their affairs and that is a key part of our review service.
Reviews (1)
Andy Spragg
Jul 04, 2019
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