{"id":7095,"date":"2026-04-10T15:06:54","date_gmt":"2026-04-10T15:06:54","guid":{"rendered":"https:\/\/www.pinnaclewealth.co.uk\/2026-development\/?page_id=7095"},"modified":"2026-04-15T22:35:40","modified_gmt":"2026-04-15T22:35:40","slug":"rebecca-holt","status":"publish","type":"page","link":"https:\/\/www.pinnaclewealth.co.uk\/2026-development\/?page_id=7095","title":{"rendered":"Rebecca Holt"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Rebecca\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
\n\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tRebecca.holt@sjpp.co.uk<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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Rebecca Holt<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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New Business Manager<\/h4>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
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Rebecca joined Pinnacle in 2019 and manages new business cases for the practice as part of the Paraplanning and Compliance Team. Her role means that she has direct responsibility for the internal approval process connected with Pinnacle\u2019s LifePlan (the unique illustration of a client\u2019s financial plan).<\/p>

Working alongside the Head of Operations, Rebecca supports both administrators and financial Advisers in handling new cases with a main responsibility as liaison between the internal and external compliance teams.<\/p>

The role is pivotal in supporting aspects of the Pinnacle Adviser Academy programme.<\/p>

Rebecca is also a keen contributor to social and team building activities for staff meaning that Pinnacle\u2019s internal newsletter the Sheila Gazette and the practice\u2019s Ben Nevis Book Club sit under her remit.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Rebecca.holt@sjpp.co.uk Rebecca Holt New Business Manager Rebecca joined Pinnacle in 2019 and manages new business cases for the practice as part of the Paraplanning and Compliance Team. Her role means that she has direct responsibility for the internal approval process connected with Pinnacle\u2019s LifePlan (the unique illustration of a client\u2019s financial plan). Working alongside the […]<\/p>\n","protected":false},"author":14,"featured_media":3658,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_theme","meta":{"footnotes":""},"class_list":["post-7095","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"\nRebecca Holt - Pinnacle Wealth<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Rebecca Holt - Pinnacle Wealth\" \/>\n<meta property=\"og:description\" content=\"Rebecca.holt@sjpp.co.uk Rebecca Holt New Business Manager Rebecca joined Pinnacle in 2019 and manages new business cases for the practice as part of the Paraplanning and Compliance Team. 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