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.

Find Out More

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.

Investment Planning

We will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Corporate Planning

We offer clear, detailed advice on all aspects of corporate finances, from employee pensions and benefits packages to Key Person insurance.

Retirement Planning

A detailed retirement plan, that can adapt to your new lifestyle, will give you peace of mind today that you’ll have the retirement you planned.

Protection Planning

Our full range of specialist insurance and protection will help look after those you love, the lifestyle you enjoy, or the business you’ve built.

Banking & Mortgages

Picking the right mortgage to suit you can be a minefield. We’re here to offer clear, practical advice on mortgages, loans and financing, and specialist financial services if you need them.

Other Services

We have access to a network of professional specialists which provide help and guidance with more specialised services such as Will writing, or tax management.

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!