Benefits
PWS provides a range of 37 investment portfolios which have been designed to meet your client’s assessed attitude to risk and investment objectives, whilst also providing a range of investment approaches including active, passive, alternative investment and absolute return.
Our approach is designed to provide investors with an excellent value for money proposition, whilst allowing Financial Advisers to focus their energies on financial planning. Being designed by IFAs, the approach to establishing an investment portfolio is straightforward and aligned to typical investment advice approaches used by Financial Advisers.
To Investors
Appeals to the majority of investors.
Investment aligned with risk controls.
Ideal for target based outcomes.
Meet the managers live, locally.
Online valuations available.
Monthly Investment market commentary.
Efficient administration.
Encourages investing for the longer term.
To the Adviser
Due diligence supplied by Pennine Wealth Solutions.
Investment Committee oversight.
Local training events.
Active and passive portfolios.
Sustainable portfolios.
OEICS & portfolio structures.
Inflation plus choices.
Track record over 7 years.*
Choice of investment styles.
Small but dedicated support team.
*Growth and Income portfolios only.
Pennine Wealth Solutions – The backbone of your investment strategy
Call us on: 0844 7707721