WHO WE HELP: PROFESSIONALS | FAMILIES | BUSINESS OWNERS | READY TO RETIRE
At Pinnacle, we are here to bring focus back to what truly matters, and redefine the meaning of wealth.
Our Financial Advisers help guide people to achieve their lifelong ambitions by offering a path to build and protect their assets. Aren’t we all in search of long-term financial freedom and peace of mind?
Financial Planning for Life
A client’s perspective: What’s important to me
Don’t compound the problem
Can you really afford to do nothing about your finances and simply hope for the best? Read about why every day without a financial plan causes inaction to eat away at your wealth.
“Financial freedom isn’t achieved by luck, nor is it guaranteed by a high income. It requires professional, expert advice and a well-defined plan for someone to live a full life, free from financial worry. We call it the Pinnacle LifePlan.”
Sam Fitzgibbon, Managing Director, Pinnacle
The Pinnacle Triangle of Support
Pinnacle clients benefit from a powerful triangle of support and expertise: personal advice from your own Adviser, professional oversight by Pinnacle’s compliance team, and SJP’s investment specialists.
All underpinned by the St. James’s Place suitability of Advice Guarantee.
The value of an investment with St. James’s place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Pinnacle Academy
When it comes to money, people don’t want algorithms and automation. They want someone they trust by their side for the long haul.
The Pinnacle Academy develops Advisers as part of a high-performing, well-established London wealth management practice. Our Advisers are known for delivering thoughtful, ongoing, goal-driven advice.
We are always on the lookout to develop the next generation. If you are ambitious and genuinely want to help people live their best lives, get in touch.