Penrose Wealth Management Ltd Knoll Road, Camberley GU15 3SY
About the Business
Welcome to Penrose Wealth Management Ltd, a leading establishment in the finance industry. Our company is located at St George's House, Knoll Rd, Camberley GU15 3SY, United Kingdom, making us a convenient point of interest for clients in the area.
At Penrose Wealth Management Ltd, we specialize in providing our clients with top-quality financial services. Our team of experienced professionals is dedicated to helping individuals, families, and businesses achieve their financial goals by providing them with personalized solutions tailored to their unique needs and objectives.
We offer a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and more. We take a holistic approach to financial planning, ensuring that all aspects of our clients' financial lives are considered when creating a personalized plan.
At Penrose Wealth Management Ltd, we pride ourselves on providing exceptional customer service. We are committed to building long-lasting relationships with our clients based on trust, honesty, and transparency. Our team is always available to answer any questions or concerns our clients may have and to provide ongoing support and guidance throughout their financial journey.
If you are looking for a trusted and reliable financial partner, look no further than Penrose Wealth Management Ltd. Contact us today to schedule a consultation and learn more about how we can help you achieve your financial goals.
Photos
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I have been working with Vicky for nearly five years now and her planning has been invaluable. We moved my defined benefit pension two years ago and Vicky manages all my pensions and investments with regular updates on where we are and how changes are affecting my retirement planning. A key advantage of working with Vicky is her business, accounting, and tax knowledge. I know that I can talk to Vicky about my wider affairs, and she can point me in the right direction to other experts where necessary, helping me in a truly holistic way to manage my affairs which I don’t usually see in an IFA. I would highly recommend Vicky and her team – even more so if you have business interests that are a significant part of your wealth."
"As a qualified finance professional myself, I know enough to appreciate the value of proper financial advice where it really matters - my own pocket! I've used Vicky at Penrose for all my financial planning needs, including pension planning and protecting my family with suitable life insurance and critical illness protection policies. She is very knowledgeable and experienced, with a very pragmatic approach to building the right product portfolio for me with my specific circumstances in mind. A very professional and personal level of service; highly recommended."
"Vicky is a fantastic financial adviser. Quite possibly the best in Camberley. She took all the mystery out of my pension decisions and assisted with effective and sensible tax planning ahead of the tax year end. She is clearly very knowledgeable and is able to articulate such complexity in the simplest ways. Thanks Vicky!"
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