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      Pennine Wealth Management

      ( 7 Reviews )

      Pennine Wealth Management
      Listing Incorrect?
      Listing Incorrect?

      Hours

      Thursday:
      9:00 AM - 5:30 PM
      Friday:
      9:00 AM - 5:30 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:30 PM
      Tuesday:
      9:00 AM - 5:30 PM
      Wednesday:
      9:00 AM - 5:30 PM
      CALL REVIEWS

      Chamber Rating

      5.0 - (7 reviews)
      7
      0
      0
      0
      0
      Read Our 7 Reviews

      Chamber Rating

      5.0 - (7 reviews)
      7
      0
      0
      0
      0
      › ‹
      • Sheila Anderson

        I would recommend Faye Formisano, at Pennine Wealth Management, for her advice on my investments and the professional assistance given by Julia Basista
        Mar 11th, 2024

      • Nadio Granata

        Excellent service at all times. I highly recommend Faye and her team.
        Nov 14th, 2023

      • Sandra Garside

        Faye was very friendly and professional. She gave me lots of ideas which I intend to put into place. I would definitely reccomend her.
        Aug 9th, 2023

      • Sam Pearce

        Exceptional levels of service and customer care. Faye's approach is completely holistic, providing levels of knowledge and attention that are way beyond the norm. I would have absolutely no hesitation in recommending this company.
        Feb 20th, 2022

      • Alex H

        I have worked with Faye and Pennine Wealth for a number of years and hold a variety of investments in pensions, international bonds, ISA's unit trusts, VCT's, EIS's, Life Policies as well as trusts and gift and loan schemes and I have found Faye to be equally knowledgeable across the entire range of investment vehicles. Faye has a down to earth no nonsense approach to finance and investments and debunks much of the unnecessary jargon to present plainly easy to understand information that she will use to tailor the investment approach to your risk appetite based need. Nothing is too much trouble and there is never any pressure to pursue any idea that she presents. Take finance decisions at your pace with your choice of exposure to risk and your desire for reward. I love the way Faye takes a lifetime tax liability approach to investment advice with a view to creating a bespoke portfolio tailored to your individual need aiming to derive the maximum yield with the minimum tax (whilst of course always staying within the current rules!). The team (Becky is also a top, top star) are always there to work through the admin and take the pain of paperwork away from the clients as far as regulation allows. I have worked with a bad advisor in the past so can clearly discern a very knowledgeable and caring practitioner when I meet one and that is Faye from first handshake to cheery goodbye. Keep up the great work Faye and here's to many more years of successful investing together.
        Feb 14th, 2021

      Read Our 7 Reviews

      About
      Pennine Wealth Management

      Address:  80 Huddersfield Road, Holmfirth, HD9 3AZ.

      Contact Info

      •   (148) 468-7777

      Questions & Answers

      Q What is the phone number for Pennine Wealth Management?

      A The phone number for Pennine Wealth Management is: (148) 468-7777.

      Q What is the internet address for Pennine Wealth Management?

      A The website (URL) for Pennine Wealth Management is: http://www.penninewealthmanagement.co.uk/

      Q What days are Pennine Wealth Management open?

      A Pennine Wealth Management is open:
      Thursday: 9:00 AM - 5:30 PM
      Friday: 9:00 AM - 5:30 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 9:00 AM - 5:30 PM
      Tuesday: 9:00 AM - 5:30 PM
      Wednesday: 9:00 AM - 5:30 PM

      Q How is Pennine Wealth Management rated?

      A Pennine Wealth Management has a 5.0 Star Rating from 7 reviewers.

      Hours

      Thursday:
      9:00 AM - 5:30 PM
      Friday:
      9:00 AM - 5:30 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      9:00 AM - 5:30 PM
      Tuesday:
      9:00 AM - 5:30 PM
      Wednesday:
      9:00 AM - 5:30 PM

      Related Categories

      Ratings and Reviews
      Pennine Wealth Management

      Overall Rating

      Overall Rating
      ( 7 Reviews )
      7
      0
      0
      0
      0
      Write a Review

      Sheila Anderson on Google

      image I would recommend Faye Formisano, at Pennine Wealth Management, for her advice on my investments and the professional assistance given by Julia Basista

      Nadio Granata on Google

      image Excellent service at all times. I highly recommend Faye and her team.

      Sandra Garside on Google

      image Faye was very friendly and professional. She gave me lots of ideas which I intend to put into place. I would definitely reccomend her.

      Sam Pearce on Google

      image Exceptional levels of service and customer care. Faye's approach is completely holistic, providing levels of knowledge and attention that are way beyond the norm. I would have absolutely no hesitation in recommending this company.

      Business Response on Google May 26th, 2021
      Many thanks Sam, it’s a pleasure to be a part of your journey and help in any way we can.Warmest wishes, PWM

      Alex H on Google

      image I have worked with Faye and Pennine Wealth for a number of years and hold a variety of investments in pensions, international bonds, ISA's unit trusts, VCT's, EIS's, Life Policies as well as trusts and gift and loan schemes and I have found Faye to be equally knowledgeable across the entire range of investment vehicles. Faye has a down to earth no nonsense approach to finance and investments and debunks much of the unnecessary jargon to present plainly easy to understand information that she will use to tailor the investment approach to your risk appetite based need. Nothing is too much trouble and there is never any pressure to pursue any idea that she presents. Take finance decisions at your pace with your choice of exposure to risk and your desire for reward. I love the way Faye takes a lifetime tax liability approach to investment advice with a view to creating a bespoke portfolio tailored to your individual need aiming to derive the maximum yield with the minimum tax (whilst of course always staying within the current rules!).
      The team (Becky is also a top, top star) are always there to work through the admin and take the pain of paperwork away from the clients as far as regulation allows.
      I have worked with a bad advisor in the past so can clearly discern a very knowledgeable and caring practitioner when I meet one and that is Faye from first handshake to cheery goodbye. Keep up the great work Faye and here's to many more years of successful investing together.

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      Overall Rating

      Overall Rating
      ( 7 Reviews )
      7
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