We specialise in providing high quality personal advice on many aspects of Wealth Management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on retirement planning, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
Pettengell Wealth Management LLP 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 ofvadvising 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Sioma is founded on the principle of providing expert technical insurance advice to ensure your business is correctly covered when it comes to your time in need. Led by Chartered Insurance Broker, Alexander Margolin. we offer our clients an end-to-end service from advice and product placement to claims handling and negotiation.
Sioma can offer
a full range of business insurance products with access to the entire UK
insurance market. Sioma also specialize in the Car Parking Operation and
Enforcement sector and have access to bespoke products that fit the niche risks
and requirements that these businesses face.
Industry-Specific Training And Qualifications: