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: Toilet, LGBTQ+ friendly.
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Pennine Wealth Management

☎️1484687777

⏰ 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 - A Comprehensive Overview

Pennine Wealth Management, located at 80 Huddersfield Rd, Holmfirth HD9 3AZ, United Kingdom, is a distinguished financial services firm offering a wide range of specialized services. With a phone number of 1484687777 and a user-friendly website at penninewealthmanagement.co.uk, the firm is committed to providing top-notch financial planning, income protection insurance, and investment services.

Core Specialties

The firm's core specialties include:

Financial planner: Offering personalized and comprehensive financial planning tailored to meet individual needs and goals.
Income protection insurance agency: Providing robust income protection solutions to safeguard against unforeseen life events.
Insurance agency: Offering a diverse range of insurance products to protect against various risks.
Insurance broker: Assisting clients in selecting the best insurance policies to suit their unique requirements.
Investment service: Helping clients create and manage investment portfolios to achieve their financial objectives.

Other Points of Interest

In addition to its professional services, Pennine Wealth Management is known to be LGBTQ+ friendly, demonstrating its commitment to diversity and inclusion. The firm also offers toilet facilities for convenience.

Client Opinions and Reviews

This esteemed financial services firm has garnered a strong reputation, with 10 reviews on Google My Business. The average opinion of clients is a remarkable 5/5, showcasing the firm's dedication to excellence and client satisfaction. One notable review highlights the exceptional work of team member Jenny Rönnbäck, who demonstrated hard work and determination in resolving a complex financial matter for a client, resulting in a satisfactory conclusion.

Final Recommendation

For those seeking a reliable and professional financial services provider, Pennine Wealth Management stands out as a top choice. With its diverse range of specialties, commitment to client satisfaction, and strong reputation, this firm is well-equipped to assist individuals in achieving their financial goals. We highly recommend visiting their website or contacting them directly at 1484687777 to learn more about their services and how they can help you secure your financial future.

👍 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