Set yourself on a crucial journey to freedom and fulfilment


Achieve clarity, purpose and peace of mind.


We can help you unearth your deepest aspirations and uncover the things you truly care about. The Wheel of Wealth assists in recognising the priorities shaping your future and is designed as the first step in redefining your wealth.


If you already have a Pinnacle adviser or if you have already arranged to meet with us, your results will be reviewed ahead of your meeting and you will be personally guided through each stage of the full process to redefine your wealth.


Start your journey today to live the life you want tomorrow.


Before you begin, it is worth noting that the survey and results in the Wheel of Wealth report are separate and distinct to the services provided by St. James’s Place and have not been verified or endorsed by them.


Take the Wheel of Wealth

How it works

You’ll receive a report completely personalised to you.

Identify where you are right now and where you want to be in the future.

Absolutely no cost involved (for a limited time only).

Takes less than five minutes to complete

Arrange a consultation

Explore what wealth means to you.