Wealth Management & Financial Advisers

Our purpose

We are here to bring focus back to what truly matters, and redefine the meaning of wealth.

Traditionally, society has measured wealth purely in terms of accumulation, money in the bank and assets in the portfolio, without stopping to ask why.

The world has changed. Many people are reflecting on their lives and realising that their true wealth lies not in their assets, but in their family, lifestyle, and legacy. Our Financial Advisers help people redefine wealth on their own terms. The team are passionate about helping people achieve their lifelong ambitions by offering a path to long-term financial freedom and peace of mind.

What if you could achieve a life of financial freedom and fulfilment, and leave a lasting legacy created on your terms? Contact us today.

How we can help

The changing landscape of inheritance tax: what you need to know

[December 2025] Recent changes to Inheritance Tax (IHT) rules mean that many more families could face significant tax bills before assets can be passed on. From April 2027, most unspent pension pots will be included in your estate for IHT

What is the real value of financial advice?

[December 2025] In today’s financial climate, the only certainty is change. Headlines warn of economic slowdown, inflation still bites, and a new wave of tax rules is reshaping the landscape for families and business owners alike. From frozen allowances to

The Autumn Budget 2025: what’s changed

[November 2025] If you’re concerned about how the Budget impacts your financial plans, we recommend speaking with your Adviser. If you don’t currently have one, please email us here and we’ll be happy to put you in touch with one

A client’s perspective: What’s important to me

How do we redefine wealth?

With the support of our expert financial planners, we guide you through the years ahead, and make your ambitions become a planned-out reality.

Explore

Explore your vision. We take the time to define what wealth means to you beyond money, and inspire you to unearth the meaningful goals that make life full of possibility.

Develop

Develop an individually tailored Pinnacle LifePlan incorporating innovative and market-leading financial strategies to help you achieve your goals.

Achieve

Achieve the things that matter most to you in life. We support your Pinnacle LifePlan through regular reviews taking into account changes in your circumstances such as a growing family and increased assets, whilst saving for the future and protecting what’s most important to you.

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Pinnacle Academy

The Pinnacle Academy exists to help talented people achieve a successful and fulfilling career in wealth management. Discover more about how Pinnacle can help you.

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Arrange a consultation

Explore what wealth means to you.

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