Your goals. Your life. Your plan.
Our approach is personal, practical and transparent. We don’t do off-the-shelf solutions. We listen. We explain. We build your plan together.
Live the life you’ve imagined – with a Financial Plan that puts you first.
Whether you’re running a business, planning for retirement, or protecting family wealth, our Chartered Financial Planners give you trusted expertise and the clarity, confidence, and peace of mind to plan your future.
What we offer
We combine technical expertise with thoughtful, human advice across:
Pensions & Retirement Planning
Understand when you can afford to retire, how much you’ll need, and what kind of lifestyle is realistic – with a plan designed to give you peace of mind for the years ahead.
Investment Planning
Create an investment strategy that works for you, balancing growth and security so your money supports the goals that matter most to you.
Business Owner Advice
From tax-efficient profit extraction to succession planning, we help business owners take value from their business and prepare for the future.
Inheritance Tax Planning
Protect your legacy and give your family confidence for the future with a clear, tax-efficient plan for passing on your wealth.
Trust Planning & Investment Management
We provide guidance and advice on the creation of new trusts and the investment management of existing ones, helping to ensure structures are appropriate, assets are managed responsibly, and trustees meet their legal obligations.
Steering you towards a more secure financial future.
Book a free consultation, tell us about 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?
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.