Many congratulations to Emma and Rob, who for the third consecutive year, have achieved ‘Top Rated’ status in the VouchedFor Guide to Top Rated Financial Advisors. The guide is distributed nationally in today’s edition of The Times and is the biggest consumer-facing campaign of its kind, setting out to help build public trust in advice. This is important at a time when, fueled by ongoing economic uncertainty, consumers are spending more time than ever researching advisors. You can read Emma’s and Rob’s reviews here: https://lnkd.in/eK-zFDj7 #vouchedfor #toprated
Pentelow Wealth Management
Financial Services
Leeds, West Yorkshire 361 followers
An esteemed family practice offering first-rate financial advice for both private and corporate clients
About us
A founding and Principal Partner Practice of St. James’s Place Wealth Management, Pentelow Wealth Management is an esteemed family firm offering first-rate financial advice to private individuals and corporate clients with businesses. Alan Pentelow, his son Rob, and daughter Emma have established a reputation for a highly developed understanding of the financial world and an uncanny ability to communicate that knowledge clearly to clients. Covering workplace pensions, retirement, investment planning, care fees, Inheritance Tax and every other aspect of financial planning their expertise is second to none. With offices in Leeds and Skipton, between the two locations the team are able to cater as conveniently for the Dales farmer as the city businessman. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up. You could get back less than you invested. 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Pentelow Wealth Management is the trading name of The Pentelow Practice Ltd.
- Website
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http://www.pentelow-wealth-management.co.uk/
External link for Pentelow Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Leeds, West Yorkshire
- Type
- Public Company
- Specialties
- Wealth Management, Corporate Financial Planning, Pension Guidance and Plans, Investments, Retirement Planning, Growth and Income Portfolios, Savings, ISAs, Investment Bonds, Mortgages, Protection Planning, Offshore Investments, Long term Care, and Inheritance Tax
Locations
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Primary
Get directions
Chancellor Court
21 The Calls
Leeds, West Yorkshire LS2 7EH, GB
Employees at Pentelow Wealth Management
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Jennifer Egan
Operations Manager at Pentelow Wealth Management
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Emma Pentelow
Managing Partner for Pentelow Wealth Management. Specialising in individuals and owner managed businesses.
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David Scott
Award-winning Marketer posting financial services content for educational purposes.
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Rob Pentelow
Managing Partner Of Pentelow Wealth Management. Specialising in Wealth Protection, Investment and Pension Planning
Updates
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Please note our offices will be closed from Tuesday 24th – Thursday 26th December and on 1st January. We will be open at all other times during the working week. Outside office hours please leave a voicemail on 0113 212 0715 and we will get back to you as soon as possible. For urgent enquiries please call our Operations Manager, Jenny Egan, on 07736 461452 Have a Merry Christmas and we look forward to seeing you in the New Year. #outofoffice #merrychristmas
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Congratulations to Sophie Plumtree and Alexander Selway who celebrated the end of 2024 by winning 'Most Improved' and 'Glowstick' (Sophie) and 'Employee of the Year' (Alex) at our company awards! Well done to both of you and thank you for your hard work this year!
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We are once again proud to support the Salvation Army’s Christmas Present Appeal. This year the team have donated over 50 presents for children aged 0-16 years helping to bring festive joy to families across the UK during what for some is a particularly challenging time. These gifts will help ensure children from across a wide age range and backgrounds can experience the magic of Christmas. Last year the The Salvation Army distributed over 84,000 gifts to children who might otherwise have gone without a present. This year, with the rising cost of living placing additional strain on families, the Salvation Army expect demand for support to grow significantly. Salvation Army churches and centres nationwide are collecting new, unwrapped toys and gifts until mid-December.
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Did anyone catch our Head of Economic Research Hetal Mehta on Bloomberg this morning?
I pulled the early shift today - great to chat to Lizzy Burden on Bloomberg this morning. ***Link to the video added (fwd to 38:30)*** https://lnkd.in/e3JhRaEK We chatted about #tariffs #taxes and #inflation in the context of the European #economy. The #eurozone is at risk of being buffeted by the competing winds of a weaker euro pushing up inflation and disinflationary forces from cheaper Chinese goods. Much depends on the scale and breadth of the tariffs. Add to that the current political upheaval in #France and #Germany, there is precious little policy clarity. The #ECB doesn’t have an easy task as it also has to balance a growth concerns with high wage growth. The economic tour also visited the #UK. See Lizzy’s great interview of #BoE MPC member Swati Dhingra. When asked if I agreed with her assessment that interest rates are too restrictive, my answer was that policy normalisation is probably appropriate but monetary stimulus in the coming year (ie cutting aggressively to say 3%ish) when we have a jump in public spending that will work its way through the economy risks inflation staying elevated. No one knows for sure what 2025 will have in store for the economy and markets. The only safe prediction is that there will be some surprises! St. James’s Place
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Today we are celebrating Paul Wilkinson and his three-year anniversary at Pentelow Wealth Management. Thank you for all your hard work Paul. #workanniversary
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To coincide with this year's #InternationalKindnessDay, the team at Pentelow Wealth Management held their annual Charity Day at CATCH Leeds, a registered charity, to assist with the maintenance of their outdoor spaces and care of their animals. There are many ways in which you can get involved and help CATCH - from direct sponsorship or donations, to giving your time to help them deliver a project or mentoring young people. The team had a great day supporting this local, worthy organisation. #CharityWork #Charity
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This week's #FeedbackFriday is from a client of Rob's who initially contacted him about a relative who was worried about their finances. This review and all his other reviews, can be read via the VouchedFor link: https://lnkd.in/eT7Pdfru
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💙 Happy International Men’s Day! 💙 Today, we’re celebrating the incredible men on our team who bring passion, dedication, and positivity to the workplace every day. From inspiring leadership to unwavering teamwork, we are grateful for all they do! Alan Pentelow Rob Pentelow Callam Goldthorp Paul Wilkinson Alexander Selway Charlie Smith David Scott #MensDay #Teamwork #Appreciation
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