About Pennine Wealth Solutions

Pennine Wealth Solutions (PWS) was established in January 2011. At launch, the original range of portfolios consisted of the Growth and Income Portfolios. In 2013 PWS added a range of Portfolios, called the Active Value Range, blending active and passive management, and in 2014 added the Inflation Plus (IPlus) range of Portfolios. And later in 2018, PWS launched a range of low-cost Passive Portfolios, called the Market Portfolios

In March 21, Pennine Wealth Solutions became part of the national Socium Group. The Socium Group wish to become the premier firm of IFAs in the UK. Socium recognised the quality of the PWS offering. PWS will be a core part of the broader Socium investment offering. PWS will, of course, continue to be available to its North-West investors. Good news for investors, good news for IFAs everywhere.

Sustainable and Responsible Investments

From launch, PWS has also been committed to researching sustainable and responsible investments and looking for an investment solution.

In August 2016, after many years of hard work, PWS launched the ground-breaking Positive Pennine range of Portfolios.

Impact investments with the combination of sustainability and performance as their core.

Sustainable and Responsible Investing
Positive Pennine Brochures

Portfolio Managers
and the PWS Team

The Growth, Income, Active Value and Market range of Portfolios are managed by John Husselbee. The IPlus Portfolios are managed by Alex Harvey, and the Positive Pennine Portfolios are Managed by Ari Towli.

In total PWS offers 37 risk-controlled Portfolios, with the use of Active and or Passive investments, managed by three skilled and experienced Portfolio Managers.

Why not learn more about the team behind Pennine Wealth Solutions.

Meet the Team

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

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

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