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
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
What IFAs say about Pennine Wealth Solutions
Simon Panton
Lifeline Financial Planning
Helene Collins
Bread & Butter Advice
Jon Doyle
Juniper Wealth
Mike Clarke
True Bearing Chartered Financial Planning
Events – Book Now
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.
Latest News
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