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.