0113 427 9378
Based in Leeds
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: August, 2021
4.9 out of 5
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FCA Regulated
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 April 2025
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Rob has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob has received 14 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Rob has not yet added their qualifications to their profile
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Checks carried out by VouchedFor
FCA Regulated
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 April 2025
Rob and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Rob has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Rob has received 14 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Rob has not yet added their qualifications to their profile
Qualifications not yet added
Rob has not yet added their qualifications to their profile
Transparent Fees
Rob has not yet added their fees to their profile
Fees not yet added
Rob has not yet added their fees to their profile
I became a Partner within the Family Practice in 2007, following 7 years of running my own health club ‘Supreme Fitness’ which helped me develop a key understanding of private enterprise. I am passionate about providing first-class service and expert financial advice that helps all of my clients to protect, grow and ultimately pass on their wealth to the next generation in the most tax-efficient manner. I also specialise in financial advice to directors of PLC's and SME's, partners in professional practices and business owners managers. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. As a Day One Principle Partner Practice of St. James’s Place Wealth Management based in Leeds, my emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years. Pentelow Wealth Management is the trading name of The Pentelow Practice Ltd. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rob's clients
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