Emma Pentelow's picture
North Tempest Mews
Broughton Hall Business Park
N. Yorkshire
BD23 3AE

Company Profile: 

A founding and Principal Partner Practice of St. James’s Place Wealth Management, Pentelow Wealth Management is an esteemed family firm offering first-rate financial advice to private individuals and corporate clients with businesses at home and abroad.

Alan Pentelow, his son Rob, and daughter Emma, along with Yogesh Dhir have established a reputation for a highly developed understanding of the financial world and an uncanny ability to communicate that knowledge clearly to clients in straightforward Yorkshire-speak.

Covering workplace pensions, retirement, investment planning, care fees, Inheritance Tax and every other aspect of financial planning their expertise is second to none. 

With offices in Leeds and Skipton, between the two locations the team are able to cater as conveniently for the Dales farmer as the city businessman.

Based in the idyllic Broughton Hall Business Park office, Emma spends much of her time at Skipton and has developed a specialism in care fees planning alongside her other work.  She is an accredited SOLLA (Society of Later Life Advisors) and helps care home owners as well as private individuals to put in place sustainable financial arrangements for long term care.

In Leeds, her father and patriarch of the firm, Alan Pentelow, attributes its success to his mantra of helping clients to protect, grow, enjoy and pass on their wealth.  Strategic planning, problem solving and the ability to think ‘out of the box’ are his key strengths.

His son, Rob Pentelow, is heavily involved in the management of the practice and specialises in corporate work, investment planning strategies, pre and post retirement planning and pensions.

Since first joining the practice as an intern, Yogesh Dhir has worked his way through his qualifications to become a key member of the team.  Specialising in Auto-Enrolment issues, Yogi works with clients in London and Leeds to provide holistic wealth management and financial services to both private and corporate clients.

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.






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