Pennine Wealth Management - Holmfirth

Address: 80 Huddersfield Rd, Holmfirth HD9 3AZ, United Kingdom.
Phone: 1484687777.
Website: penninewealthmanagement.co.uk.
Specialties: Financial planner, Income protection insurance agency, Insurance agency, Insurance broker, Investment service.
Other points of interest: Restroom, LGBTQ+ friendly.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

Location of Pennine Wealth Management

1484687777

Pennine Wealth Management, located at Address: 80 Huddersfield Rd, Holmfirth HD9 3AZ, United Kingdom, is a reputable financial planning firm that offers a range of services to help individuals and businesses manage their finances effectively. With a phone number of 1484687777 and website at penninewealthmanagement.co.uk, this agency has established itself as a trusted provider of financial planning, income protection insurance, insurance, and investment services.

One of the key features of Pennine Wealth Management is their commitment to providing personalized service to each of their clients. They take the time to understand each client's unique financial goals and needs, and then develop a customized plan to help them achieve those objectives. Whether you are looking to save for retirement, protect your income, or invest for growth, Pennine Wealth Management has the expertise and experience to help you make informed decisions about your financial future.

In addition to their financial planning services, Pennine Wealth Management also offers a range of insurance products to help protect your assets and provide peace of mind. Their income protection insurance agency can help you secure coverage to protect your income in the event of an unexpected illness or injury, while their insurance agency and broker services can help you find the right policies to protect your home, business, and other valuable assets.

Pennine Wealth Management is also committed to creating a welcoming and inclusive environment for all clients. They are proud to be an LGBTQ+ friendly business, and they strive to provide a restroom facility that is accessible and comfortable for all clients.

According to Google My Business, Pennine Wealth Management has received 10 reviews from satisfied clients, with an average rating of 5/5. This is a testament to their commitment to providing exceptional service and delivering results for their clients.

Overall, Pennine Wealth Management is an excellent choice for anyone seeking financial planning, income protection insurance, or investment services. With their personalized approach, extensive expertise, and commitment to inclusivity, they are well-positioned to help you achieve your financial goals and protect your assets for years to come.

Don't wait to take control of your financial future. Contact Pennine Wealth Management today by visiting their website at penninewealthmanagement.co.uk or giving them a call at 1484687777. Their team of experienced professionals is ready to help you make informed decisions about your financial future and provide the guidance you need to achieve your goals.

Reviews of Pennine Wealth Management

Heather Wood

5/5

We cannot thank the staff at PWM enough for all the help and advice they have given us over the years. They have always given excellent service and I have no hesitation in recommending them.

Colin Barton

5/5

My wife and I saw Faye today to discuss various financial solutions. She was friendly, approachable and very professional and knowledgeable about all our financial questions. She confidently set out the best way forward in certain areas that were of concern to us.We would recommend going to see Faye to make use of her obvious expertise

Thanks again Faye

Sandra Garside

5/5

Faye was very friendly and professional. She gave me lots of ideas which I intend to put into place. I would definitely reccomend her.

Glen Sykes

5/5

I found Pennine Wealth Management after reading some great reviews, and now I can see why. Faye's approach is extremely knowledgeable combined with plain speaking and a very personable manner.

After performing a comprehensive review of my situation, I'm confident that I've made a good decision to work with them. Highly recommended.

Sam Pearce

5/5

Exceptional levels of service and customer care. Faye's approach is completely holistic, providing levels of knowledge and attention that are way beyond the norm. I would have absolutely no hesitation in recommending this company.

Alex H

5/5

I have worked with Faye and Pennine Wealth for a number of years and hold a variety of investments in pensions, international bonds, ISA's unit trusts, VCT's, EIS's, Life Policies as well as trusts and gift and loan schemes and I have found Faye to be equally knowledgeable across the entire range of investment vehicles. Faye has a down to earth no nonsense approach to finance and investments and debunks much of the unnecessary jargon to present plainly easy to understand information that she will use to tailor the investment approach to your risk appetite based need. Nothing is too much trouble and there is never any pressure to pursue any idea that she presents. Take finance decisions at your pace with your choice of exposure to risk and your desire for reward. I love the way Faye takes a lifetime tax liability approach to investment advice with a view to creating a bespoke portfolio tailored to your individual need aiming to derive the maximum yield with the minimum tax (whilst of course always staying within the current rules!).

The team (Becky is also a top, top star) are always there to work through the admin and take the pain of paperwork away from the clients as far as regulation allows.

I have worked with a bad advisor in the past so can clearly discern a very knowledgeable and caring practitioner when I meet one and that is Faye from first handshake to cheery goodbye. Keep up the great work Faye and here's to many more years of successful investing together.

Thomas Kitchen-Dunn

5/5

Such a wonderful friendly team. Faye really knows what she’s talking about and goes out of her way to make sure you’re taken care of. I can’t recommend them highly enough

Sheila Anderson

5/5

I would recommend Faye Formisano, at Pennine Wealth Management, for her advice on my investments and the professional assistance given by Julia Basista