Pennine Wealth Solutions is a robust, time proven investment solution for financial advisers.
Pennine Wealth Solutions was designed and established in 2011 to provide value for money, clear communication about portfolio performance and access to a wide range of investment strategies.
During this time Pennine Wealth Solutions has been supported with over £137 million in investments. We do this by taking advantage of being local. Our head office is in Chorley, Lancashire, not London.
In total we have a range of 37 portfolios, 3 skilled and experienced portfolio managers, use of active and passive investments, all risk controlled working to a mandate agreed by Pennine Wealth Solutions.
At Pennine we recognise the financial advisers main emphasis is providing a first class service for their clients and ensuring their financial well-being. We pride ourselves in being able to assist the adviser by providing the following services, enabling the adviser to concentrate on their relationship with the client.
- Research for all underlying assets
- Quarterly investment seminar
- Most portfolios risk mapped to Distribution Technology
- Comprehensive range of Active and Passive investment solutions
- Due diligence carried out on all aspects of the portfolio
- Timely market commentaries
A series of blogs will follow on each of the above topics providing more detail and information.
Please note that Pennine Wealth Solutions is only accessible via your Financial Adviser. If you would like more information, please call 0844 770 7721 or contact Sean Fisher on 07583 241668 or e-mail