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.



Pinnacle Wealth Management ratings on VouchedFor

Pinnacle Wealth Management ratings on VouchedFor


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


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.

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.




Do you need critical illness cover?

[20 March 2024] Being struck by a serious illness can be devastating. As well as dealing with the physical and mental challenges of living with an illness, worrying about how you’re going to financially support yourself and your family can

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What is the difference between a will and estate planning?

[19 March 2024] Leaving a lasting legacy to your loved ones comes down to putting the right plans in place, before it’s too late. When we explore legacy with our clients, they not only tell us about their hopes and

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What is wealth protection?

[20 March 2024] Wealth matters. The assets we’ve acquired or created are critical in enabling us to lead the lifestyle we want. But it’s natural that we’d also want to preserve our wealth and pass on as much as we

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Arrange a consultation

Explore what wealth means to you.