About us

Based in Cornwall, Penvearn Wealth Management Ltd is a Partner Practice of St. James's Place, and provides wealth management advice to clients throughout the South West of England as well as further afield across the UK.

It is owned and run by Nicola Trudgeon, and offers clients a bespoke personal relationship, with exceptional levels of client service.

We do not offer ‘off-the-shelf’ solutions, as we pride ourselves on building trusted relationships with our clients. This allows us to provide clients with bespoke wealth management solutions, helping to protect, grow and preserve their wealth, both now and in the future.

Experience and knowledge matter. Penvearn Wealth Management is delighted to be able to offer both personal and corporate advice, from Nicola Trudgeon, a Chartered Financial Planner, and Fellow of the Personal Finance Society, allowing every solution to be tailored to satisfy each individual need.