We’re delighted to welcome business professionals to our monthly guest events in and around Oxfordshire
Part of the Opendoorz family since Jan ’24
Play Hard…
DIY, cooking, spa-ing (of the horizontal, massage type - not the fighting type!). I love doing stuff with my hands, and love feeding people - so using my 4 BBQs (outdoor ovens if I'm feeling posh) is a regular occurrence when the weather allows, and knocking things down and making things look nice at home is a lovely escape from a busy work schedule.
Work Hard…
Thinking about playing hard, but mostly hustling in the office, seeing great clients and helping people achieve their financial goals.
We do everything you might expect from financial planners - whether that's starting out saving for your first home, protecting your family from the unforeseen horrible things that happen in life, and saving for your child education, to planning for retirement and all the wonderful things that that allows, and creating and protecting your legacy for your loved ones.
We have three advisers in the practice which means that we can cater for all sorts of clients and their needs.
My background is as a chartered accountant and chartered tax adviser who worked in advisory mergers and acquisitions and large corporates so my speciality is in business and business owners, helping them understand their business as well as what to do with the wealth that they can create.
Penrose Wealth Management Ltd 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 http://www.sjp.co.uk/products.
SJP Approved 14/06/2024
Entering your business into local and national awards can bring a wealth of benefits. First and foremost, it’s a fantastic morale booster for your team. Being recognised for your hard work and achievements validates the effort everyone has put into the business, creating a shared sense of pride and motivation…