0330 038 8941
Based in Skipton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2021
4.8 out of 5
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FCA Regulated
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
76
Recent Client Reviews
Emma has received 76 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emma has received 76 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 02 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Emma has not yet added their qualifications to their profile
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Checks carried out by VouchedFor
FCA Regulated
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
76
Recent Client Reviews
Emma has received 76 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emma has received 76 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 02 December 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Emma has not yet added their qualifications to their profile
Qualifications not yet added
Emma has not yet added their qualifications to their profile
Transparent Fees
Emma has not yet added their fees to their profile
Fees not yet added
Emma has not yet added their fees to their profile
I joined my father in the family practice in 2001 having gained extensive experience in the investment banking sector. Based in our Skipton Office on the beautiful Broughton Hall estate, I like to add a fresh dimension and perspective to the team, appealing especially to clients who appreciate a forthright approach, and I am driven to work with them to achieve their wealth management goals and aspirations. Helping both corporate and private clients to plan for a sustainable and prosperous financial future, I am thorough in researching all the options and possible scenarios, and present advice in a clear understandable way, without the use of technical jargon to help make sure the experience of financial planning and decision-making is an enjoyable rather than onerous process. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, investment planning, and long-term care fee planning. As a Day One Principle Partner Practice of St. James’s Place Wealth Management, my emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their wealth management needs evolve over the years. Pentelow Wealth Management is the trading name of The Pentelow Practice Ltd. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.