Welcome to Pennine Wealth Solutions

Pennine Wealth Solutions (PWS) is a Model Portfolio Service provider. PWS offers 37 risk managed portfolios, covering a wide range of investment objectives, such as, Active, Passive and Sustainable and Responsible investing.

Click here to view our March 2021 Investment Seminar

Pennine Wealth Solutions Introduction Video

Our Story

Pennine Wealth Solutions was established in 2011 by IFAs for IFAs. Ten years on and we have over £165 million invested, over 4,400 investors and strong track performance.

We pride ourselves in being able to assist Financial Advisers by providing:

  • Research for all underlying assets

  • Quarterly Investment Seminars
  • Regular Educational Events for IFAs
  • Timely Market Commentaries

  • Due Diligence carried out on all aspects of the portfolios

  • Risk mapped, volatility controlled Portfolios

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Pennine Wealth Solutions Brochures
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Why use PWS

Why use PWS
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PWS Portfolios
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Sustainable Investing

Sustainable & Responsible Investing
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What IFAs say about Pennine Wealth Solutions

Simon Panton Lifeline Financial Planning

Simon Panton
Lifeline Financial Planning

Helene Collins Bread & Butter Advice

Helene Collins
Bread & Butter Advice

Jon Doyle Juniper Wealth

Jon Doyle
Juniper Wealth

Mike Clarke True Bearing Chartered Financial Planning

Mike Clarke
True Bearing Chartered Financial Planning

Events – Book Now

March Investment Seminar

Due to the current lockdown restrictions, we are bringing you the March 2021 Investment Seminar via a recorded video.

In the March seminar our Business Development Manager, Sean Fisher, looks at the performance of our Portfolios.

John Husselbee, looks at how the US markets have had an impact on the returns for the PWS portfolios, and asks the question is the US the land of opportunity or is it priced to perfection?

Finally, Sean talks to John Fleetwood, our research partner for the Positive Pennine portfolios. John will talk about how positive investing has been an asset the past 12 months with the pandemic and gives some examples of funds which do good, avoid harm and lead change.

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Latest News

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Pennine Wealth Solutions – The backbone of your investment strategy
Call us on: 0800 161 5052

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