Making a real difference
to your financial future
Penrose Wealth Management provides financial support with a clear and no-nonsense approach that will benefit you for the long term. We develop personal relationships with clients and we are committed to help grow your wealth.
Who is Penrose?
Penrose Wealth Management is a leading financial advisory firm based in Camberley, Surrey, UK. Established by a team of experienced financial professionals, we are committed to delivering bespoke financial solutions tailored to your unique needs and aspirations. With a strong focus on building long-term relationships, we are dedicated to guiding our clients through every stage of their financial journey.
At Penrose, we understand the importance of sound financial planning, and our expertise spans a comprehensive range of financial services including retirement planning, investment management, estate planning, and tax-efficient strategies.
Our team of fully qualified and experienced financial advisers work diligently to stay updated with the latest industry developments, ensuring that our advice remains relevant and beneficial for our clients. As a firm, we pride ourselves on providing personalised advice that prioritises our clients’ best interests. Our mission is to empower individuals, families, and businesses to make informed financial decisions that help them achieve their goals and create a lasting legacy.
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 the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
Financial Advisers in Surrey, Hampshire & Berkshire
We provide a wide range of services whether you are looking to build,
grow, protect or preserve your wealth.
Your home may be repossessed if you do not keep up repayments on your mortgage
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 the amount invested.
Please note that advice relating to Will Writing or tax management will involve services that are separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.
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Working Together
Our friendly team of advisers would love to provide you with a no obligation consultation. Come and join us for cake and a chat or book a virtual meeting today!
