Pennine Wealth Management is headed by Faye Formisano. We value our relationships with private clients, as we guide them through the complexities of financial planning. Circumstances may change, but the expert advice available ensures that clients' financial arrangements are always well looked after.
Pennine Wealth Management provides expert advice for individuals and businesses that are looking to achieve the following financial objectives:
- Counter the potentially devastating effects of Inheritance Tax, ensuring that your wealth stays where it belongs
- Plan your Retirement using both pension and non pension assets, making the most of your existing benefits and building on these plans for the future
- Build or preserve Capital
- Manage Cash
- Gain financial Protection against risk
At Pennine Wealth Management we like to keep clients aware of the most up to date information from the Markets. One example for these communications is our Monday Market Bulletin. You can view this by clicking here.
We believe that Financial Services is very much a 'people business', Faye is committed to providing the highest levels of service at all times with the majority of new clients coming to Pennine Wealth Management as a result of a personal recommendation from very satisfied existing clients.