Last five years

/Last five years
Last five years 2017-05-16T09:34:25+00:00

Created in 2010, Pennine Wealth Solutions was then launched on 2nd January 2011.
Five years later and we have over £105 million invested and a strong track performance.
Up to date we have focused mainly on the North West investor.

The original 12 portfolios, consisting of Growth and Income have always been managed by John Husselbee. Originally of North Investment Partners and now of Liontrust following a buyout of North in 2013. We added a range of passive portfolios in 2013 called the Active Value range. These 9 portfolios utilise active asset allocation, but passive investment, John Husselbee also manages these for us.

Our inflation plus range was added in 2014 offering 4 multi-asset, targeted outcome portfolios, proving to be very attractive to investors. The manager is James Klempster of Momentum Plc.

Also in 2014 a range of multi-asset, OEIC portfolios were added. Known as the Pennine Strategies, these 4 offerings are managed by Mark Harris of City Financial. These aim to offer returns to an investor from a wide variety of assets whilst maintaining thoughtful and often highly specific implementation of the asset class views. These strategies allow the manager to pursue out performance, yet always keep a close eye on capital preservation. Mark has won an array of industry awards. Investors also enjoy his presentations in the North West.

Finally in August 2016 we have launched the ground breaking Positive Pennine Portfolios. Impact investments with the combination of sustainability and performance as their core objective. Research by John Fleetwood of 3D Investing and portfolio management by Ari Towli of Smart Investment Management.

In total 36 portfolios, 4 skilled and experienced portfolio managers. Use of Active and/or passive investment.
All risk controlled, working to a mandate agreed by PWS.

Meet the team

Pennine Wealth Solutions – The backbone of your investment strategy
Call us on: 0844 7707721