Ralph Pettengell

Chartered Financial Planner, FPFS, ACII, ACSI, ATT (Fellow)

Ralph has  spent much of his working life studying to become  one of the most professionally qualified individuals in the financial services industry.

He 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).

He also has a Pensions qualification achieving   the ACII taking the  Pensions Route, and is classed as a Pension Specialist by the FCA . He has an  Investment Qualification the  ACSI and is very proud to have attained a  Tax Qualification ,the  ATT (Fellow) through the Association of Taxation Technicians .

He was a Past  President of the Association of Taxation Technicians, the largest tax compliance body in the UK having served 12 years on their Council  and  recalls this as an incredible experience and helped his  understanding of the UK Tax System and how  he  can use this expertise to help clients and professional connections .

He  loves to look after his  clients who are a range of wealthy individual’s , or family business and also working with Accountants and Solicitors to help their clients in this complex world we live in .

His  key strengths are in the area of Holistic Tax Planning, Estate  and Pensions Planning .

Outside of work his priority is enjoying time with his  beautiful family.

Ralphs  interests and hobbies are varied he loves Boxing and his  membership of the local Boxing Club , he is a season Ticket Holder of Manchester City and loves  collecting Old British Bank Notes and Coins and investigating their history

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