During COVID 19 here at Pennine Wealth Solutions (PWS), we have worked hard to keep in touch with our clients.

When the stock markets reacted and fell in February due to COVID 19, it was the job of Pennine Wealth Solutions, to keep our clients, Financial Advisers, up to date with market movement and how this affected investors and the value of their investments.

We have been focused on sending out regular market commentaries to Financial Advisers regarding the performance of the Pennine Wealth Solutions and Positive Pennine Portfolios. One of the ways this has been done is through a webinar.

Traditionally we hold quarterly investment seminars. Financial Advisers and their clients are invited to come along to listen to our Portfolio Managers discussing the performance of the Pennine Wealth Solutions and Positive Pennine portfolios, and give their thought and insights on the investment landscape and financial markets. Investors like attending these seminars as they get to hear and speak to the people managing their money.

Due to COVID, we were not able to hold our June seminar, but now more than every Financial Advisers and investors needed this information. So, we decided along with our Portfolio Managers to record a webinar which was emailed to Financial Advisers and investors.

We are delighted to have received some encouraging and welcoming feedback about the webinar

A client of Neil Wilson, IFA at True Bearing Financial Planners, said “I found it surprisingly interesting. Surprisingly, because, of course, it is not really my field. It covered some good, general ground and was well illustrated.  Some of the graphics were a little confusing, at first, because they contained abbreviations with which I was not familiar. They were, however, adequately explained and so this was not really a problem”.

A client of Simon Panton, IFA at Lifeline Financial Planning, saidI watched the video that was sent. I appreciate that this is a very unique situation the world is in and can only say Thank You to everybody who is still putting in a working day. Pennine Wealth Solutions have worked exceptionally well under the circumstances and deserve all credit for our financial recovery.”

A client of Paul Hoyle, IFA at True Bearing Financial Planners, said We viewed the webinar – thank you. As very new to investments etc some of the language was new to us but it was explained really well. We found the information helpful and accessible. Both George and John came over as approachable, “ordinary” with a sense of professionalism that left us feeling that we are in safe hands”.

If you are an IFA have you been receiving regular communications from your product providers?  Do you feel this regular contact and information would be beneficial to you and your investors? For more information about our portfolios and the communications we provide, you can visit our websites www.penninewealthsolutions.co.uk www.positivepennine.co.uk Follow us on LinkedIn, Twitter and Facebook or contact our Business Development Manager Sean Fisher 0800 161 5052 or email 

We are currently planning the September webinar which will be available to view from Thursday 10th September www.penninewealthsolutions.co.uk

Pennine Wealth Solutions LLP is authorised and regulated by the Financial Conduct Authority and is only available through authorised Financial Advisers. Investors should remember that the value of investments, and the income from them, can go down as well as up. Investors may not recover what they invest. Past performance is no guarantee of future results. Any mention of a specific security should not be interpreted as a solicitation to buy or sell a specific security.