Pettengell Wealth Management

At Pettengell Wealth Management LLP, we are dedicated to providing bespoke wealth management advice to a diverse range of clients, including private individuals, corporations, trustees, and deputies. Our mission is to help you build, grow, protect, and preserve your wealth, regardless of your current financial situation.

Our Services

We offer a comprehensive range of services designed to cater to your unique financial needs. These services include:

• Investment portfolio management: Our team of experienced professionals will work closely with you to design an investment portfolio tailored to your specific objectives. We utilise a variety of assets and investment strategies to help you grow your wealth over the long term.
• Tax planning: We understand that tax implications can significantly impact your financial plans. That's why we offer tax planning services designed to minimise your tax burden and ensure that you make the most of your available allowances.
• Trust and estate planning: Our expertise in trust and estate planning enables us to help you preserve your wealth for future generations. We work closely with you to develop a clear succession plan that ensures your assets are passed on to the right people, at the right time, and in the most tax-efficient manner possible.
• Financial education: As a Financial Wellbeing specialist, we are committed to delivering education sessions that help people build their financial confidence. Our educational resources and workshops are tailored to meet the needs of individuals, businesses, and other organisations.

Building Long-Term Relationships

At Pettengell Wealth Management LLP, we pride ourselves on building long-term relationships with our clients. We believe that understanding your unique financial goals, risk tolerance, and values is essential to providing you with the best possible advice. That's why we take the time to get to know you and your financial situation, so we can create a customised plan that meets your needs.

Testimonials

Don't just take our word for it - here's what some of our clients have to say about their experience with us:

• "I have had financial dealings with Ralph for many years now and have always found both him and his operation extremely efficient and thorough. A pleasure to do business with! I have recommended his services to many colleagues and friends; their feedback is always satisfactory and positive." - Private Client
• "My husband passed away, and I was not confident to manage my investments. Ralph has helped me in many ways, by arranging regular meetings to discuss the best way forward with my investments, and monitoring income received from them. They could not have done any better." - Private Client
• "Clear and concise advice presented in a professional manner." - Private Client

St. James's Place Partnership

Pettengell Wealth Management LLP is a Partner Practice of St. James's Place Wealth Management, a leading wealth management firm in the UK. As an Appointed Representative of St. James's Place, we are authorised and regulated by the Financial Conduct Authority to provide advice solely on the Group's wealth management products and services.

Contact Us

If you would like to learn more about how we can help you manage your wealth, please get in touch to discuss your financial requirements in more detail. We look forward to building a long-term relationship with you.