Pentelow Wealth Management

Pentelow Wealth Management Well-established, family-led wealth management & financial advice for professionals, families & business owners. Based in Leeds & Skipton.

Helping you protect it, grow it & pass it on.

How's your pension planning going? 🤔Be honest.Do you know when you'd like to retire?Have you worked out what that lifest...
05/06/2026

How's your pension planning going? 🤔

Be honest.

Do you know when you'd like to retire?

Have you worked out what that lifestyle might actually cost?

And perhaps the biggest question of all... are you confident you're on track to get there?

Most people have a clear picture of what retirement looks like.

More time with family.
Travelling more.
Helping children or grandchildren.
Having the freedom to choose how you spend your days.

The destination is often crystal clear.

It's the route that gets a little fuzzy.

That's why a midlife wealth check can be so valuable.

✔️ Have you tracked down old workplace pensions?
✔️ Are your current contributions enough?
✔️ Have your goals changed over the years?
✔️ Is your plan still realistic and achievable?

Retirement planning doesn't have to be overwhelming.

Once you understand where you are today and where you want to be tomorrow, the path forward becomes much clearer.

Retirement isn't just a dream.

It's a goal, backed by a plan.

When was the last time you reviewed yours?

Why should you care about the bond market? 🤔Because whether you realise it or not, it affects more than just investors.T...
04/06/2026

Why should you care about the bond market? 🤔

Because whether you realise it or not, it affects more than just investors.

The bond market can influence:
📈 Investment returns
🏡 Mortgage rates
💷 Savings rates
📊 The wider economy

It's one of the biggest forces behind the scenes of your financial life, yet it's often overlooked because it sounds complicated.

The good news? It doesn't have to be.

We've broken down what's happening in the bond market right now, what it means, and why it matters to you.

👉 Swipe through to learn more.

The value of investments can fall as well as rise. Past performance is not a guide to future performance.

🌈 Happy Pride Month 🌈Everyone's journey through life is different.Different families. Different goals. Different dreams ...
03/06/2026

🌈 Happy Pride Month 🌈

Everyone's journey through life is different.

Different families. Different goals. Different dreams for the future.

But one thing should never change: everyone deserves to feel seen, supported, and confident about their financial future.

At Pentelow Wealth Management, we believe financial planning isn't about fitting people into a box. It's about understanding what matters to you and helping you build a plan around the life you want to live.

This Pride Month, we're celebrating individuality, inclusion, and the many different paths people take through life.

Whomever you are and whatever your future looks like, we're here to help you plan for it.

Happy Pride Month from all of us at Pentelow Wealth Management. 🌈

AI can give answers.But it can’t understand you.More people are starting to turn to AI for financial guidance, and whils...
29/05/2026

AI can give answers.
But it can’t understand you.

More people are starting to turn to AI for financial guidance, and whilst it’s an incredible tool, there’s an important difference between information and advice.

AI only works from the question you ask.
And when it comes to financial planning, most people don’t know what they don’t know yet.

Your finances aren’t just numbers on a screen. They’re built around years of decisions, family priorities, career changes, responsibilities, goals and experiences that no algorithm can truly understand.

That’s why real conversations still matter.

In a world leaning further into AI, we’re leaning further into human relationships, understanding what matters to people, helping them visualise the future they actually want, and building plans around real life, not generic answers.

Technology is powerful.
But trust, context and guidance with people who care still matter most. 🙌

Have you used AI for your financial planning?

Wishing everyone celebrating a joyful and peaceful Eid al-Adha 🌙✨May this special occasion bring happiness, reflection a...
26/05/2026

Wishing everyone celebrating a joyful and peaceful Eid al-Adha 🌙✨

May this special occasion bring happiness, reflection and cherished moments with loved ones.

These amazing girls reached the final of the Bridlington Invitational Beach 5-a-side competition, and we are proud to be...
25/05/2026

These amazing girls reached the final of the Bridlington Invitational Beach 5-a-side competition, and we are proud to be supporting them.

At Pentelow Wealth Management, we believe in backing people who show up, work hard, and go the extra mile. Whether that's our clients planning for their future or a group of talented young players competing on the sand.

A huge well done to every single one of them.

Wishing all those celebrating a joyful and peaceful Shavuot 🌿✨May this special time be filled with happiness, togetherne...
21/05/2026

Wishing all those celebrating a joyful and peaceful Shavuot 🌿✨

May this special time be filled with happiness, togetherness and meaningful moments with family and friends.

From everyone at Pentelow Wealth Management.

This week's celebration at Pentelow Wealth Management 🎉We’re marking 1 year with Lisa Baggley! Lisa brings over seven ye...
21/05/2026

This week's celebration at Pentelow Wealth Management 🎉

We’re marking 1 year with Lisa Baggley! Lisa brings over seven years of experience in financial services, and we’re glad we have her as part of our team. 🌿

Congratulations to you! 🎉

Did you know that almost 1 million people in the UK are living with dementia, and 1 in 3 don't even have a diagnosis yet...
20/05/2026

Did you know that almost 1 million people in the UK are living with dementia, and 1 in 3 don't even have a diagnosis yet?

It's one of those topics that feels far away, until it isn't.

We frequently have conversations with families who are suddenly trying to make important financial and healthcare decisions on behalf of a loved one, without the legal authority to do so. It's stressful, slow, and often it could have been avoided.

A Lasting Power of Attorney is one of the most important things you can put in place for yourself and for the people you love.

It doesn't take long to sort. The harder part is having the conversation.

This week is Dementia Action Week, so it felt like the right time to share a bit more about what an LPA actually involves and why it's worth doing it now, not later.

Read our full article on this: https://www.pentelow-wealth-management.co.uk/article/detail/sjpp/denebtua-action-week-shoring-up-the-future-with-a-lasting-power-of-attorney.html

*Source: Alzheimer's Society

✨ FUNDRAISING UPDATE ✨Rach & Jen are officially 27% of the way to our fundraising target.In 2024, Jen was lucky enough t...
19/05/2026

✨ FUNDRAISING UPDATE ✨

Rach & Jen are officially 27% of the way to our fundraising target.

In 2024, Jen was lucky enough to travel to Nepal, where, thanks to your incredible generosity, we helped build a Vocational School in Dhangadhi, which is one of the poorest provinces in Nepal.

It was a truly life-changing experience, and again this year, Jen is heading back to take on the Everest Base Camp trek to raise vital funds to help DOUBLE the number of students able to attend these schools.

These vocational schools give young people the opportunity to learn a trade, earn a living with dignity and build a future in their own country.

Rach is also joining the fundraising effort and has completed her incredible 114km trek across the Camino Way back in March 2026 🥾

Together, we are fundraising as a team for Supporting Nepal’s Children, and every penny raised will go directly towards changing lives.

In a place where the average income is around just $2 a day, opportunities are incredibly limited, but education and vocational training can completely change that.

“This is about a hand up, NOT a hand out.”

Here’s what your donations can help provide:

✨ £10 — Equip a student for a day
✨ £20 — Give a week of learning
✨ £50 — Provide essential training tools
✨ £100 — Support a full month of training

Supporting Nepal’s Children has already built two vocational schools, with over 1,400 students graduating into stable employment. With your support, we can help even more young people build secure and hopeful futures.

We’re also incredibly grateful that both of our trips are being fully funded by Pentelow Wealth Management, meaning every donation goes directly to the charity 🤍

Plus, every pound raised by fundraisers directly connected with St. James’s Place will be matched by the business and used to support UK charity Jamie’s Farm.

Thank you so much to everybody who has donated, shared, supported and cheered us on so far. We couldn’t do this without you.

Please remember you can donate via our JustGiving page www.justgiving.com/page/jenandrachchallenge

Address

56 Wellington Street
Leeds
LS12EE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441132120715

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