At Pettengell Wealth Management LLP we have an expertise in Trust* and Estate Planning and also provide our clients with a complete financial planning service.
Our expertise helps clients build and preserve wealth, this involves, designing an investment portfolio to fit a client’s specific objectives, planning to minimise the impact of tax, utilising allowances and making sure the right people inherit the family wealth so there is a clear succession plan in place.
Our clients generally require a long term commitment to help them manage their affairs and that is a key part of our review service.
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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
Ralph Pettengell, Managing Partner, is one of the most professionally qualified individuals in the financial services industry. Pettengell Wealth Management LLP operates as a Partner Practice of St. James's Place Wealth Management, a FTSE 100 company. This combination creates an excellent wealth management proposition for clients, families, businesses and professional firms.
Ralph is a Chartered Financial Planner and was one of the first in the UK to obtain the ultimate financial services qualification, Fellowship status of the PFS (FPFS). Ralph also has the ACII studying Pensions, the Investment Management certificate ACSI and has a tax qualification, ATT ( Fellow ).
Ralph is the past President of the Association of Taxation Technicians, the largest tax compliance body in the UK.
At St. James’s Place, we focus on achieving and maintaining a thorough understanding of your financial needs and aspirations. We are passionate that the best wealth management service is provided through personal, face-to-face advice.
At Pettengell Wealth Management we will deliver that service, supported by a comprehensive range of financial solutions and a distinctive approach to investment management, which will enable my clients to create financial plans that can adapt to their changing needs and circumstances.
I will be able to undertake a free, holistic financial review to help you understand where you stand with all your wealth management requirements, including pensions, retirement planning, investments, estate and inheritance tax planning, and wealth protection. If there are any gaps in your financial future, I will advise you with solutions that provide you and your family with a financial safety net which ensures you are able to maintain your desired lifestyle if an unexpected event occurred.
Outside of work I enjoy spending time with my friends and family, I like to travel and I have a keen interest in sport. I am also an Aviation enthusiast as I used to hold a Commercial Pilots Licence.
Currently on St. James's Place Academy programme and building my business, please feel free to get in touch for more information.