Faye Formisano

Principal @Pennine Wealth Management

Huddersfield, GB
MOBILE NUMBERS
+91 *********19

Signup · Get unlimited contacts

WORK HISTORY

Feb 2007 — Present

Principal @Pennine Wealth Management

View department →

Helping clients understand their present financial position and working together to bring tax efficiency, add value and reach their evolving future objectives. Our client relationships are based on trust and we offer a friendly and holistic wealth management service.Because of my strong client focus, I built my business from personal introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.

EDUCATION

1996 — 1999

University of York

BSc Hons, Biochemistry

SKILLS

IsasIncome ProtectionWealth AccumulationSmall BusinessInvestmentsStrategic Financial PlanningPortfolio ManagementInheritance Tax PlanningBusiness DevelopmentWealth ManagementFinancial AdvisoryLife InsurancePensionsSippRetirement PlanningSavingsCritical IllnessBusiness PlanningFinancial PlanningMortgage Lending

ABOUT FAYE FORMISANO

Planning for a secure future, be it for yourself, your family or your business, is one of…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Faye Formisano — Principal at Pennine Wealth Management in Huddersfield, GB | Unifers