Overview
Headquarters
Holmfirth, Yorkshire
Category
Financial Services
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 [email protected] or call 01484 687777. Or find out more about us and the way we work here www.penninewealthmanagement.co.uk Specialties: Wealth Management, Portfolio Construction. Supporting business & corporate growth and development through our tailored Entrepreneurs Club. Reviewing existing pension arrangements including Personal arrangements, Employee/Executive/Group & Stakeholder/Auto-enrolment qualifying pension schemes. Private Health/Employee benefits, Life assurance, Key Man & Business protection. Divorce financial advice & pension options. Investment planning for children & school fee plans. Funds, onshore & offshore bonds. Tax efficient investment planning, Inheritance Tax, Gifting & Succession Planning.
