James Kenny - JAMES KENNY WEALTH MANAGEMENT


12, WAKEFIELD, WF1

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Type of Adviser: Multi-Tied (What's this?)
Top 5 specialisms: Wealth Management, Ethical Investments, Financial Planning - Business, Pensions, Investment Planning
Qualifications: Associateship Examination, Personal tax, Trusts, The tax and legal aspects of business, Pension funding options, Pension income options, Investment principles, markets and environment, Supervision in a regulated environment, Retirement Options, Pensions Investment Options, Mortgage Advice Qualification, Saving and Investment
Years as a regulated adviser: 24
Remuneration method: Either
FSA Registration Number: 195351 (Check this)

Providing bespoke solutions as no two clients are alike.

Pentyre are a partner in St James 's Place Wealth Management.

We currently manage 16.5 billion for our largely high net worth clients.

I have been in financial services for 30 years.
Initially as a property underwriter for Pearl Assurance before joining the life sales team which I went on to lead successfully. With the arrival of new owners AMP in 1990 who were not interested in maintaining traditional conservative values, I started my own IFA practice Rainbow IFA.
This ethical specialist IFA was the first in the north of England and attracted many ethical clients.
Pentyre Investments took over as a ltd company in 2001 and in 2008 I took the opportunity to align myself with St James's Place Wealth Management.

The strength of the St James's Place proposition and its unique approach to investment management led me to resign as an IFA after 18 years.

My clients are fully supportive of my reasons for improving my practice and devoting more time to seeing clients.

I have the financial security of a large company that stands behind and guarantees my advice. In today's volatile financial climate this is priceless
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