Looking after your financial future & ongoing peace of mind
Our Vision
Pennine Wealth Management is a trusted partner dedicated to empowering individuals and families in achieving financial security and prosperity. We believe in building strong, long-term relationships with our clients, understanding their unique needs and aspirations, and tailoring our services accordingly.
Our Expertise
Our team of experienced financial advisors possesses extensive knowledge and expertise across a wide range of wealth management disciplines. We offer a comprehensive suite of services covering:
Wealth Planning & Protection
- Goal-setting and financial planning
- Risk management and insurance solutions
- Succession planning and trust establishment
- Tax optimization strategies
Investment Management
- Portfolio construction and management
- Pension planning and consolidation
- ISAs and other tax-efficient investments
- Wealth preservation strategies
Retirement Planning
- Defined benefit planning and maximization
- Pension transfer and consolidation
- Post-retirement planning and income generation
- Estate planning and inheritance tax mitigation
Business Wealth Management
- Business succession planning
- Employee benefits consulting
- Retirement plan design and implementation
- Tax optimization for businesses
Our Values
- Client-centricity: We prioritize understanding your individual needs and goals.
- Integrity: We uphold the highest ethical standards and act with transparency and accountability.
- Expertise: We stay abreast of industry trends and regulations.
- Collaboration: We work as a team to deliver comprehensive solutions.
- Sustainability: We advocate responsible investing and wealth management practices.
Our Commitment
We are committed to:
- Providing personalized advice and guidance
- Offering transparent and clear communication
- Delivering exceptional client service
- Building lasting relationships based on trust and mutual respect
Why Choose Pennine Wealth Management?
With Pennine Wealth Management, you can benefit from:
- Experienced and qualified advisors
- Personalized and tailored plans
- Comprehensive financial solutions
- Transparent and open communication
- Client-centric approach to wealth management
Overall Experience
The reviews uniformly praised Faye Formisano and her team at Pennine Wealth Management for their exceptional service, professionalism, and expertise in financial solutions.
Key Strengths
- Friendly and Approachable: Faye was consistently described as friendly, approachable, and personable, making clients feel at ease when discussing their financial concerns.
- Professionalism and Expertise: Faye's professionalism, knowledge, and expertise in financial matters were highly praised, with clients feeling confident in her abilities to provide the best solutions for their needs.
- Comprehensive Service: The team's comprehensive approach to financial planning was highlighted, with clients appreciating the time taken to understand their individual circumstances and provide personalized guidance.
Client Recommendations
All clients highly recommended Faye and her team, citing their exceptional service, professionalism, and expertise as reasons to seek their advice and guidance.
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