Associate Partner Practice of St. James's Place Wealth Management
“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 have the peace of mind that comes with knowing our mortgage will be paid off if either of us die. Thank you Vicky for being brilliant!!”
Tamzin, New Haw
“Vicky at Penrose was recommended to me whilst looking into a private pension fund and taking out a new life insurance policy. From the outset Vicky was incredibly helpful and made the process as hassle-free as possible. Her recommendations were laid out in an easy-to-understand format and she was able to minimise the admin burden on me by helping with the applications where possible. We’re very pleased with the products we now have and Vicky has been on hand to help us with any questions we’ve had since taking them out too.”
“I recently asked Vicky's to help and advise me with my pension and ISA arrangements. Her advice, gentle nature and intelligent approach made it easy for me to make the right decisions for my future security. I can't recommend her services highly enough.”
Cathy Richardson, Director of Diversity Yoga, Lightwater, Surrey
“Anna and I found Vicky and Penrose Wealth Management when we were looking to sort out our rather messy pension arrangements. Having accumulated pensions through an array of jobs, we wanted to consolidate and make sure we were both set up to meet our retirement goals. Thinking about long term finances is something that’s easy to put off, so we were both pleasantly surprised when Vicky made it a simple and non-taxing experience. Vicky not only helped us with pensions but reviewed all the other aspects of our financial well-being, which made us both feel a lot more in control and more focussed on what we needed to do immediately. We were happy to use St. James’s Place through Penrose as they demonstrated greater returns and a responsible approach to managing investments. We’d recommend Vicky and Penrose Wealth Management to anyone looking to get their finances sorted out, in a straightforward, down to earth and (dare I say it!) fun way.”
David Jarvis, Founder and Director, 31 Ideas, Billingshurst, West Sussex
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 you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
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.