Pentelow Wealth Management
Pentelow Wealth Management is a family practice that provides financial advice for private and corporate clients. They focus on managing wealth and work with clients to understand their financial objectives and implement strategies.
- Tax planning
- Corporate services
- Investment planning
- Retirement planning
- Protection planning
- Mortgages and specialist banking
- Intergenerational wealth management
Locations
Digital Popularity
Social Media
LinkedIn337 Followers
Company Details
Pentelow Wealth Management is operated by The Pentelow Practice Limited and is a Active company incorporated on 10 February 1998 with the registered office located in Bingley, West Yorkshire. The Pentelow Practice Limited was registered 27 years ago.
Status
Active
Size
Small
Directors
4
Age
27 years old
Employees
20
Turnover
Unreported
Total Assets
£1.72M
Cash in Bank
£201.64K
Total Liabilities
-£350.89K
Teams
13
6
3
1
3
Associate Partner • Joined Nov 2024
Wealth Manager • Joined Nov 2001
Practice Manager • Joined Jan 2017
Head Of Marketing • Joined Mar 2022
Financial Adviser & Wealth Manager • Joined Jan 2007
Corporate Client Support At Pentelow Wealth Management • Joined Jul 2018
Private Client Support • Joined Mar 2023
Corporate Client Support • Joined Apr 2024
Private Client Support • Joined Aug 2016
Private Client Support At Pentelow Wealth Management • Joined Oct 2024
Private Client Support • Joined Mar 2023
Corporate Client Support • Joined Apr 2024
Private Client Support • Joined Aug 2016
Private Client Support • Joined Nov 2023
Private Client Support
Private Client Support • Joined Feb 2015
Associate Partner • Joined Nov 2024
Practice Manager • Joined Jan 2017
Head Of Marketing • Joined Mar 2022
Wealth Manager • Joined Nov 2001
Financial Adviser & Wealth Manager • Joined Jan 2007
Corporate Client Support At Pentelow Wealth Management • Joined Jul 2018
Private Client Support At Pentelow Wealth Management • Joined Oct 2024
View 13 members