About us

Penrose Wealth Management firmly believe that financial support should be for everyone. With this in mind, we have a clear, no nonsense approach that is tailored to you.

We care about your finances and are committed to help grow your wealth. We understand that managing your finances can be a daunting prospect, but we are here to cut through the jargon and minimise the burden of admin so that we can put you in control of your finances.

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I cannot recommend Vicky enough. She has helped with some protection products and investments for our children. She is the first person who has made me feel as if she is actually interested in our family's financial situation. She has given us sensible and practical advice and it is wonderful to hav...
Tamzin |New Haw

The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Penrose Wealth Management Ltd is registered in England and Wales, Number 11220163. Registered Office: Basepoint Business Centre, 377-399 London Road, Frimley, Camberley, GU15 3HL.