Business Details
Your Trusted Partner for Financial Planning Solutions
Based in Holmfirth, Huddersfield, we specialise in providing high-quality financial advice and wealth management solutions tailored to individual client needs. Our team focuses on building long-term relationships while supporting clients through wealth creation, retirement planning, and intergenerational financial strategies. With expertise in pensions, investments, and protection planning, we cater to business owners, senior professionals, and private clients seeking to grow and preserve their assets. Our approach combines technical knowledge with a personal touch, ensuring clear communication without industry jargon. We prioritise understanding each client's unique circumstances to deliver bespoke strategies aligned with their goals.Recognised for our commitment to service excellence, we work closely with clients during life transitions such as redundancy or bereavement. As part of the St. James's Place Wealth Management network, we maintain rigorous regulatory standards while retaining our local focus. Our team's dedication to continuous support has fostered lasting client relationships, evidenced by testimonials highlighting our responsiveness and expertise. We remain committed to evolving our services while upholding core values of integrity and client-centric advice.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth
Pension Advice
Tax-Efficient Investments
Estate Planning
Financial Consultation
Highlights and features
- We offer personalised financial advice tailored to individual client circumstances
- Our team specialises in complex financial instruments including pensions and investment portfolios
- We maintain long-term client relationships through consistent, jargon-free communication
- Our expertise extends to navigating financial challenges during life transitions
- We combine local knowledge with national regulatory compliance standards
Associations and certifications
- Financial Conduct Authority
- St. James's Place Wealth Management
What people say
Personal touch
Sound financial advice
Caring and professional
Clear explanations
Devoted team
Services
Investment Management
We create tailored investment strategies combining pensions, international bonds, ISAs, and unit trusts to match individual risk profiles and financial goals. Our approach balances growth potential with capital preservation through diversified portfolios. Clients benefit from ongoing monitoring and adjustments aligned with market conditions and personal circumstances.
Retirement Planning
Our specialists develop comprehensive retirement strategies considering income requirements, tax efficiency, and lifestyle objectives. We help clients navigate pension options, annuities, and drawdown solutions while addressing potential challenges like redundancy or pension shortfalls through proactive planning.
Protection Planning
We design insurance solutions including life policies and critical illness cover to safeguard assets and provide financial security for dependants. Our approach ensures adequate protection while integrating with overall wealth management strategies to mitigate potential risks.
Corporate Services
Tailored financial solutions for business owners covering succession planning, tax-efficient structures, and growth strategies. We address both personal and corporate financial needs, helping entrepreneurs achieve business and lifestyle objectives through coordinated planning.
Intergenerational Wealth
Specialist advice on transferring wealth between generations using trusts, gift schemes, and tax-efficient vehicles. We help clients preserve family assets while considering inheritance tax implications and ensuring smooth wealth transition across generations.
People
Faye Formisano
Director
Experienced financial adviser with specialist expertise in pensions, investments, and intergenerational wealth planning. Provides compassionate, jargon-free guidance to business owners and private clients, with particular focus on supporting clients during life transitions and complex financial situations.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection strategies, corporate financial solutions, and intergenerational wealth management tailored to individual client needs.
How do you work with new clients?
We begin with a comprehensive consultation to understand your financial situation, goals, and risk tolerance before developing a customised strategy aligned with your objectives.
Can you help with pension transfers?
Yes, we provide specialist advice on pension consolidation, transfers, and optimising retirement income strategies while considering all tax implications and investment options.
Do you work with business owners?
We have extensive experience supporting business owners with succession planning, tax-efficient structures, and personal wealth management alongside their corporate financial needs.
How are investment decisions made?
Investment strategies are tailored to your risk profile, financial goals, and time horizon using diversified portfolios that balance growth potential with capital protection.
What happens during financial crises?
We proactively monitor markets and client portfolios, making timely adjustments to mitigate risks while maintaining regular communication to address client concerns during volatile periods.
Reviews (6)
Oriloye Timothy
Oct 29, 2021
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Excellent, friendly, knowledgeable trader . Fast, convenient, affordable service. I highly recommend Kathrine Lucas she made over $12,000 with just the minimum investment of $1000 on my trading account . Contact her one WhatsApp+12523688769 or Email:kathrinelucas170@gmail.com
Sam Pearce
Sep 21, 2021
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Exceptional levels of service and customer care. Faye's approach is completely holistic, providing levels of knowledge and attention that are way beyond the norm. I would have absolutely no hesitation in recommending this company.
Aex H.
Feb 10, 2021
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I have worked with Faye and Pennine Wealth for a number of years and hold a variety of investments in pensions, international bonds, ISA's unit trusts, VCT's, EIS's, Life Policies as well as trusts and gift and loan schemes and I have found Faye to be equally knowledgeable across the entire range of investment vehicles. Faye has a down to earth no nonsense approach to finance and investments and debunks much of the unnecessary jargon to present plainly easy to understand information that she will use to tailor the investment approach to your risk appetite based need. Nothing is too much trouble
Glen Sykes
Oct 26, 2020
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I found Pennine Wealth Management after reading some great reviews, and now I can see why. Faye's approach is extremely knowledgeable combined with plain speaking and a very personable manner. After performing a comprehensive review of my situation, I'm confident that I've made a good decision to work with them. Highly recommended.
Thomas Kitchen-Dunn
Oct 03, 2020
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Such a wonderful friendly team. Faye really knows what shes talking about and goes out of her way to make sure youre taken care of. I cant recommend them highly enough
Karen White
Sep 28, 2016
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I went to Faye at Pennine Wealth Management on recommendation when my husband and I needed financial support. From the very beginning, Fayes advice has been insightful and clear and we can trust her entirely with all our finances. Faye understands our familys priorities and concerns and leaves us feeling confident about our decisions after every meeting. I would recommend Pennine Wealth Management to anyone.
