Pennine Wealth Management 80 Huddersfield Rd, Holmfirth HD9 3AZ

Pennine Wealth Management

12 Reviews
  • Friday9 AM–5:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5:30 PM
  • Tuesday9 AM–5:30 PM
  • Wednesday9 AM–5:30 PM
  • Thursday9 AM–5:30 PM
Pennine Wealth Management 80 Huddersfield Rd, Holmfirth HD9 3AZ

About the Business

Pennine Wealth Management | Financial Adviser | Holmfirth | 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. Based in Holmfirth, Huddersfield, the team at Pennine Wealth M...

Contacts

Call Us
+441484687777
80 Huddersfield Rd, Holmfirth HD9 3AZ

Hours

  • Friday9 AM–5:30 PM
  • SaturdayClosed
  • SundayClosed
  • Monday9 AM–5:30 PM
  • Tuesday9 AM–5:30 PM
  • Wednesday9 AM–5:30 PM
  • Thursday9 AM–5:30 PM

Features

  • LGBTQ+ friendly
  • Toilets

Recommended Reviews

Alex H
21.03.2024
Pennine Wealth Management
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.
Glen Sykes
22.01.2024
Pennine Wealth Management
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.
Sandra Garside
14.01.2024
Pennine Wealth Management
Faye was very friendly and professional. She gave me lots of ideas which I intend to put into place. I would definitely reccomend her.
Nadio Granata
05.01.2024
Pennine Wealth Management
Excellent service at all times. I highly recommend Faye and her team.
Sam Pearce
22.12.2023
Pennine Wealth Management
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 Kitchen-Dunn
19.12.2023
Pennine Wealth Management
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

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80 Huddersfield Rd, Holmfirth HD9 3AZ
Pennine Wealth Management