The Pentelow Practice
Supporting Private Clients

The Pentelow Practice Limited values the relationships with private clients, as we guide them through the complexities of financial planning. Circumstances change, but the expert advice available from the Pentelow team ensures clients' financial arrangements are always well looked after.

Protect it...
Grow it...
Pass it on...
Mortgage Protection /
Retirement Planning /
Inheritance Tax Planning /
Family Protection / Critical
Stakeholder Pensions /
Tax Efficient Wills'* / Trust Work*/
Illness Cover /
Investments (Onshore & Offshore) /
Discounted Gift Plans /
Income Replacement
Unit Trusts /
Asset Preservation Trusts /
 
(Utilisation of capital gains
Gift & Loan Trusts
 
allowance) / ISA's /
 
 
SIPPs and SSASs / Stockbroker
 
 
Portfolio Management*
 


May include some products and services that are separate and distinct to those offered by
St. James's Place and some may not be regulated by the Financial Services Authority.

*These services are separate and distinct to those offered by St. James's Place and are not regulated by the Financial Services Authority.