About Us

Penrose Wealth Management is a team of specialist financial planners. We cover all aspects of business advice, legacy planning and wealth management.

Our Values

Reliable

At Penrose, we believe in providing reliable financial advice and services to help secure your future.

Trustworthy

We are committed to building long-term relationships with our clients based on trust and transparency.

Authentic

Our authentic approach to financial planning means we always have your best interests at heart.

Dynamic

Our team of dynamic financial experts are always up-to-date with the latest trends and developments.

Experts in Financial Planning

Penrose have over 10 years of experience and a team of dedicated professionals providing bespoke financial solutions to our clients. We understand that every individual’s financial needs are unique, and we strive to tailor our services accordingly. Our financial planning process involves a thorough analysis of your financial situation, goals, and risk tolerance, followed by the creation of a personalised financial plan. We continuously monitor and adjust your plan to ensure it stays on track with your changing circumstances. With Penrose Wealth Management, you can trust that your financial future is in good hands.

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Meet The Team

Relationships matter to us and our team of expert financial advisers are ready to support you.

Vicky Kleboe

Managing Director

Vicky has been working in the financial sector since 2006. Over that time, she has achieved triple chartered status in accountancy, tax and financial planning and is a fellow of the Institute of Chartered Accountants in England and Wales, and a Fellow of the Chartered Insurance Institute.

Andy Degiorgio

Advisor

Andy joined Penrose in 2022 having worked at Centrica for 17 years. Andy held several leaderships positions, being responsible for forecasting, hedging, pricing and sales and was also a Trustee Director of the Centrica Pension Scheme, one of the largest occupational pension schemes in the UK. Andy is Diploma qualified and is working towards his Chartered status.

Robert Wallace

Case Lead

Robert has been working in financial services for over 10 years and ensures that all of the work we produce meets our high quality standards. He analyses data and produces important cash flow forecasts for our clients to help our financial planners advise our clients, as well as providing technical support.

Megan Aitchison

Client Services Administrator

Megan has been working in financial services for a couple of years, and ensures that our clients are kept up to date with everything we are doing, and chases all the information behind the scenes. She works closely with the Wealth Managers to make sure that all client needs are met.

Noah Forde

Client Services Administrator

Noah joins us in his industry year from Southampton Solent University, where he’s studying Law. Noah helps us with all aspects of administration, working closely with the Wealth Managers to make sure that all client needs are met.

In-house Expertise

Penrose Wealth Management was founded by Vicky Kleboe in 2017, following over a decade in accountancy, tax and corporate finance. Today, the practice specialises in supporting business owners, private individuals and families with a particualr interest in women busines owners. We are experts in corporate transactions including mergers and acquisitions, and help our clients with a caring, authentic and diligent approach.

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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!

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