Pettengell Wealth Management LLP
Ralph Pettengell, Managing Partner, is one of the most professionally qualified individuals in the financial services industry. Pettengell Wealth Management LLP operates as a Partner Practice of St. James’s Place Wealth Management, a FTSE 100 company. This combination creates an excellent wealth management proposition for clients, families, businesses and professional firms.
Ralph is a Chartered Financial Planner and was one of the first in the UK to obtain the ultimate financial services qualification, Fellowship status of the PFS (FPFS). Ralph also has the ACII studying Pensions, the Investment Management certificate ACSI and has a tax qualification, ATT (Fellow).
Ralph is the past President of the Association of Taxation Technicians, the largest tax compliance body in the UK.
Callum, Ralph’s son also provides Advice within the business and has been a qualified Advisor for 3 years now. He is currently studying to obtain Chartered status.
We offer holistic Financial Advice for Corporate and Personal Clients for Pension Planning, Investment Planning, Life Insurance & Inheritance Tax.
We have a strong connection with Macclesfield. Both Callum and Office Manager Sandra live in Macclesfield. Sandra’s children are both at school in Macclesfield and the majority of our clients, Personal & Business, live in Macclesfield and the surrounding area’s.
Who will you see at Macclesfield Means Business?
Ralph Pettengell
Director
Ralph is a Chartered Financial Planner and was one of the first in the UK to obtain the ultimate financial services qualification, Fellowship status of the PFS (FPFS). Ralph also has the ACII studying Pensions, the Investment Management certificate ACSI and has a tax qualification, ATT (Fellow).
Callum Pettengell
Adviser
Callum joined the St. James’s Place Academy in 2016 after a rigorous interview selection. He qualified as a Financial Adviser and joined the family business in early 2017 where he now looks after personal and corporate clients helping them plan their future tax efficiently. Callum is currently studying towards becoming a Chartered Financial Planner
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