Pennine Wealth Management - Holmfirth

Address: 80 Huddersfield Rd, Holmfirth HD9 3AZ.
Phone: 01484687777.
Website: penninewealthmanagement.co.uk
Specialties: Financial planner, Income protection insurance agency, Insurance agency, Insurance broker, Investment service.
Other points of interest: Toilets, LGBTQ+ friendly.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Pennine Wealth Management

☎️01484687777

⏰ Open Hours of Pennine Wealth Management

Monday: 9 am–5:30 pm
Tuesday: 9 am–5:30 pm
Wednesday: 9 am–5:30 pm
Thursday: 9 am–5:30 pm
Friday: 9 am–5:30 pm
Saturday: Closed
Sunday: Closed

Pennine Wealth Management: Una Empresa de Gestión de Patrimonio con una Provecha Filial

Pennine Wealth Management se encuentra ubicada en 80 Huddersfield Rd, Holmfirth HD9 3AZ, una localidad charro en el norte de Inglaterra. Puedes contactarlos al teléfono 01484687777 o visitar su página web en penninewealthmanagement.co.uk para obtener más información sobre sus servicios.

Características y Especialidades

Pennine Wealth Management es una empresa que ofrece una variedad de servicios relacionados con la gestión de patrimonio, incluyendo:

Financiero

Agencia de seguro de protección de la renta

Agencia de seguros

Corredor de seguros

* Servicio de inversión

La empresa tiene una reputación sólida en la comunidad local, siendo LGBTQ+ amigable y ofreciendo servicios adecuados a todos sus clientes.

Qué hace que Pennine Wealth Management sea única

La empresa tiene una larga trayectoria de trabajo con sus clientes, demostrando su capacidad para abordar problemas financieros complejos. La dedicación y determinación de su equipo, especialmente de Jenny Rönnbäck, han sido mencionadas en varias opiniones positivas. La empresa parece ser una opción confiable para aquellos que buscan asesoramiento financiero personalizado y soluciones a largo plazo.

Opiniones y Calificación

Con 10 reseñas en Google My Business, Pennine Wealth Management ha demostrado su compromiso con la satisfacción de sus clientes. Aunque no se proporcionan opiniones específicas, se puede inferir que la empresa ofrece un servicio de alta calidad y una atención personalizada.

Recomendación Final

Si estás buscando una empresa de gestión de patrimonio confiable y con experiencia, Pennine Wealth Management es una excelente opción. Con su ubicación en Holmfirth, en el norte de Inglaterra, y su compromiso con la satisfacción de los clientes, es probable que puedas encontrar la ayuda financiera que necesitas. Visita su sitio web para obtener más información y contactar con ellos.

👍 Reviews of Pennine Wealth Management

Heather W.

5/5

It is difficult to express just how much I value and appreciate the efforts taken by Pennine Wealth Management on our behalf over many years. I recently had a protracted and difficult financial matter which they undertook to resolve for me. I would particularly like to praise the hard work and determination shown by one member of the team Jenny Rönnbäck in achieving a satisfactory conclusion. Well done to all the team at PWM!

Colin B.

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 G.

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 S.

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.

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.

Sam P.

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.

Thomas K.

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 A.

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