Core Principles

PWS is built on five core principles; we like to call them the five C’s.

Costs, Clear Communication, Choice, Control and Capital Preservation.

Costs

We believe in keeping costs and charges to a minimum, ensuring that investors receive value for money. We also believe in transparency; everyone should have a clear understanding of what they are paying for and what service they are receiving in return.

Clear Communication

We believe that clear, relevant and accessible communication is an imperative service requirement.

Our Portfolio Managers present every three months to clients. These free of charge seminars, held in the early evening in the North of England, have already attracted over 120 clients per event.

We provide investors with real-time online valuations and information about their investments.

We provide access to regular investment commentaries from our Portfolio Managers and monthly factsheets, providing a breakdown of portfolio investments.

Choice

We offer investors a choice of 37 investment portfolios and the investment strategies and styles of three different Portfolio Managers. We also have the ability to change or add different Portfolio Managers in the future, to enhance the range of solutions we can offer investors.

Control

We believe it is essential that portfolios are managed in line with investor’s risk expectations. We set Portfolio Managers clear objectives for each portfolio, and we regularly monitor them to ensure that the investment returns are achievable, at a level of risk investors are comfortable with.

Capital Preservation

Whilst we do not offer guarantees on our investment solutions, we believe every Portfolio Manager’s primary goal should be the preservation of investors’ capital.

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