Penny Midgley

Having a career history of over 30 years in Financial Services, the last 4 of which have been providing ‘at retirement’ advice, I have now chosen to work with Navigation Wealth Management Limited, a Senior Partner Practice of St. James’s Place Wealth Management. Navigation Wealth Management Limited’s sole aim is to provide clients with the very best financial advice and ongoing service, putting clients needs at the heart of everything they do by providing holistic advice and helping clients achieve their individual financial aspirations. As a Wealth Management Consultant within Navigation Wealth Management I provide solutions to individuals and business owners by focusing on: • Building long term relationships with my clients • Understanding clients aims, aspirations and goals • Putting plans in place to realise those goals and aspirations • On-going client reviews to ensure plans are on track Based in Sherburn in Elmet, Leeds, I predominantly cover the North East and Yorkshire areas and specialise in: • Protecting individuals against the risk of ill health or death • Retirement Planning • Savings and Investment Planning If you would like an informal chat with no obligation, please feel free to connect with me on LinkedIn or send me an email to [email protected]