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 financial assets  but in their family, lifestyle, and legacy. Our purpose is help people redefine wealth on their own terms. We are passionate about helping people achieve their lifelong ambitions by offering a path to long term freedom and peace of mind.

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

How do we redefine wealth?

With the support of our expert advisors guiding you through the years ahead, your greatest 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 LifePlan incorporating innovative and market-leading financial strategies to help you to achieve your goals.

Achieve the things that matter most to you in life. We support your LifePlan through regular reviews dealing with any obstacles that life throws at you, and making the most of new opportunities.

Find out more about our approach to help you proactively manage your financial affairs.


Contact us and take some time to explore what wealth truly means to you.

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Learn how we develop a plan for what is important to you, your business, and your people.

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Find out how we keep you on track to achieve your important goals and ambitions.

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Redefine your wealth today



Work with us and develop a strategy to achieve what is most important to you, your business, and your people.


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.



The Journal

Do you need critical illness cover?

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 be very stressful.

What is the difference between a will and estate planning?

When we explore legacy with our clients, they not only tell us about their hopes and aspirations for their future, but also about being able to leave lasting legacy for their future generations too. Both a will and an estate

What is wealth protection?

The concept of wealth protection is the incorporation of different strategies used to preserve and secure your fortune for the next generation. Regardless of where you are in your life journey, looking after your money now not only helps you

Our advocates

We are continually inspired to redefine wealth by our rewarding client relationships.

Iestyn Roberts

CEO, Freeport Retail

Simon Parker

Managing Director, Investment Banking

David Garcia Perez

Executive Director, Investment Banking

Arrange a consultation

Explore what wealth means to you.