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Sentinel Private Clients Limited

Sentinel Private Clients Limited recognise that in today's financial environment, people require flexible solutions to meet their ever changing and often complex needs.

Our reputation has been built upon the values of trust and commitment by not only offering advice, but also providing an excellent level of service. The majority of new clients meet us as a result of a recommendation from existing clients and local professionals such as solicitors and accountants.

Pensions and Retirement

I have pensions that I have been accruing over the years, but I have no planned investment or income strategy - can I afford to retire and still have a good standard of living?

Wealth Management

It's important to me to preserve my wealth. I need to make sure my assets are protected against potential threats and also that I'm making the most of any tax benefits.

Manage Investments

My income is my priority. I want to make sure my investments are generating as much as possible. Will my investments and income keep up with inflation?

Family Protection

I want to pass on my remaining wealth to my family but may need to go into a nursing home. How do I protect my assets but still leave provision for myself?

Get in Touch

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Sentinel Private Clients Limited

The Old Reckoning Rooms, Newhouse Farm Business Centre, Langley Road, Edstone, Nr Henley in Arden, Warwickshire, B95 6DL

Phone: 01789 731588

What Our Clients Say

  • Complexity of financial management clearly explained

    “Your ability to match investments with client attitude to risk and to explain the complexity of financial management in terms easy to understand.”
    Mrs C, Hampshire
  • Attentive to investment needs

    “Explaining financial products in a way that I can understand. Being attentive to what I require from my investment.”
    Mrs H, The Cotswolds
  • Valued Client

    “I always feel as if I am a valued client, nothing is too much trouble”
    Mrs R, Manchester
  • Actively seeked the best vehicle to meet my requirements

    “Friendly, helpful and well informed. Key strengths include actively seeking the best vehicle to meet the clients' requirements.”
    Mr L, Kenilworth