Business Details
15 Years
experience
Trusted Financial Advisers in Salford | Pettengell Wealth Management
At Pettengell Wealth Management, we deliver tailored wealth management solutions to private individuals, corporate clients, trustees, and deputies. Our approach focuses on building enduring client relationships while offering expertise in investment planning, retirement strategies, and protection planning. As part of the St. James's Place Partnership, we combine local insight with access to a comprehensive range of wealth management products.Our team holds Cyber Essentials Plus certification, demonstrating robust cybersecurity practices to safeguard client data. We prioritise financial education through wellbeing sessions that empower clients to make informed decisions. With over a decade of operation, our LLP structure reflects our commitment to collaborative, client-centric service delivery.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgage Advice
Wealth Preservation
Financial Wellbeing Education
Intergenerational Planning
High Net Worth Solutions
Tax-Efficient Strategies
Details
- Year established: 2011
Highlights and features
- We are Cyber Essentials Plus certified for advanced cybersecurity standards
- Specialise in intergenerational wealth management strategies
- Deliver financial wellbeing education sessions for client empowerment
- Part of the St. James's Place Partnership network for comprehensive solutions
- Focus on long-term relationship building with personalised service
Associations and certifications
- Cyber Essentials Plus
What people say
Extremely efficient and thorough
A pleasure to do business with
Could not have done any better
Clear and concise advice
Professional manner
Services
Investment Management
Our investment management service creates tailored portfolios aligned with your financial goals. We combine market expertise with risk assessment to optimise returns while maintaining appropriate diversification. Regular reviews ensure your investments remain aligned with changing circumstances and market conditions.
Retirement Planning
We develop comprehensive retirement plans considering income requirements, tax efficiency, and lifestyle aspirations. Our approach integrates pension consolidation, drawdown strategies, and estate planning to ensure financial security throughout retirement years.
Protection Planning
Our protection strategies safeguard against life's uncertainties through tailored insurance solutions. We assess individual needs to recommend appropriate coverage levels for life assurance, critical illness, and income protection policies.
Corporate Services
We provide strategic financial guidance for businesses including succession planning, tax-efficient structures, and employee benefits packages. Our solutions help business owners optimise corporate wealth while addressing long-term sustainability goals.
Financial Wellbeing
Our financial education initiatives deliver practical knowledge through interactive sessions. Participants gain confidence in budgeting, debt management, and long-term financial planning to make informed decisions about their financial future.
Questions
What areas do you serve?
We primarily serve Salford, Manchester, and surrounding areas in North West England.
Are you part of St. James's Place?
Yes, we operate as a Partner Practice within the St. James's Place Partnership network.
What cybersecurity accreditations do you hold?
We maintain Cyber Essentials Plus certification for advanced data protection standards.
How do you support financial education?
We deliver financial wellbeing sessions to help clients build confidence in managing wealth.
What investment services do you offer?
We provide comprehensive investment management with a focus on long-term growth strategies.
How are fees structured for your services?
Fee structures are discussed during initial consultations to ensure complete transparency.
Reviews (1)
Andy Spragg
Jul 04, 2019
Report
Had a meeting with Callum today, really nice guy, very professional and spoke very clearly about the options available. Would highly recommend.
