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.

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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Articles

20% More Reasons to Review Private School Plans

[23 January 2025] It’s not good news for those that have committed to their child’s private education, but there are ways to make the finances work. From the start of 2025, 20% VAT has been added to private school fees,

Do you need critical illness cover?

[22 April 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

How do I plan my pension?

[30 April 2024] Effective pension planning is key to achieving the retirement lifestyle you want. Pensions are a crucial tool in planning and securing your financial future. Increasing longevity and the threats to state benefits mean it’s never been so

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Explore what wealth means to you.

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