Wealth maximisation for business owners
with their personal future in mind.
Concrete and bespoke financial plans for business owners who want security for themselves and their family.
Financial decision-making for you today.
We work with a huge range of hard-working business owners. We advise them on the financial decisions they should consider today, for the personal future they want to enjoy.
Steering you towards a more secure financial future.
Book a free consultation, tell us about your business and your current situation.
We will ask the right questions to find out where you are financially now, where you want to be – and when you aim to arrive.
We assess your situation and then match you with the most appropriate financial advisor and best Personal Plan.
Finally we put together a financial map to chart your way forwards. Then we check in regularly to ensure that you stay on course.
What could your financial future look like?
Your business is doing well.
But is it working for the personal future you want?
Maximise the wealth you have today and secure a financial future you can enjoy
Questions our clients frequently ask:
- Definitely, 100% – yes
We start with an initial discussion where we discuss your objectives, and this is free of charge.
- If you proceed, we charge a fixed fee of £2500 for a full financial plan. This includes all our bespoke recommendations for your situation.
- Moving forwards with policy implementation is charged on a percentage basis, and is explained in our terms of business.
Initially you’re invited to come and join us at our offices or meet us online. It’s absolutely normal during our working relationship with clients for us to visit them at their offices as well.
Free parking is behind the building. On arrival, simply press the buzzer at the barrier and say you’re here to see Pentins.
This is a friendly and open discovery meeting where we learn as much as possible about your financial circumstances and your future hopes, dreams and objectives. It is not a ‘deep dive’ into every policy. However, you should supply or bring a basic summary of your high level assets, savings, pensions, assets, liabilities and debts.
Find out more about our process.
Yes. There is parking for people with a disability, and a lift inside the building.