Pinnacle understands what a business needs to do to reach its full potential – not just at exit but throughout its lifecycle. We’re here for the whole journey. Our corporate financial planners support and guide SMEs at every stage – from setting solid foundations at inception, to the pains of fast growth and employee needs, to changes in leadership and legacy planning when it’s time to sell.

We help create the strategies to build your enterprise and the lifestyle you want, whilst providing the financial infrastructure your employees deserve. Our advisers work alongside your accountants, legal advisers and other professionals in your team to achieve the best results for you and your business.

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Helping your business

Our LifePlan+ is for business owners who want to align their personal goals and aspirations with the vision for their business.

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Helping your bottom line

Our experts are here to advise on the financial strategies needed to support your business, shareholders and employees.

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Helping your people

As part of your employee benefits package, our workplace financial wellbeing programme, the Wheel of Wealth initiative has been designed to help your people establish true life goals and ultimately implement a clear plan to achieve them.

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Explore what wealth means to you.