Financial clarity for life

We provide a different kind of wealth management.

One where the focus is on you, not how much money you have to invest. We take the time to get to know you and understand what is really important. Your ambitions, challenges and needs take centre stage so we can help you attain financial clarity for life. What we do is personal, in depth and long-term.

Welcome to Pinnacle Financial Services & Wealth Management.

Wealth Management

Family Wealth Management

Pinnacle Financial Services & Wealth Management - Investment Management

Investment Advice

Pinnacle Financial Services & Wealth Management - Family wealth specialists

Pinnacle Financial Services & Wealth Management Core Values
reflect our focus
on client service

Looking after you & your family

Pinnacle Financial Services & Wealth Management is an independent and Chartered private wealth management firm with our office located in the heart of Manchaster.

As our client, you are supported by a dedicated team and a highly qualified and experienced senior adviser. They assume the role of your collaborative financial partner. Guiding, advising and working with you over the long-term. Building a relationship that permits both openness and debate.

We support individuals, families and business owners. By also working closely with your lawyers, accountants and any special advisers, we deliver joined up thinking. This ensures the most appropriate and informed financial plans and solutions.

REVIEW YOUR SITUATION

Pinnacle Financial Services & Wealth Management are tailored to meet the needs of High Net Worth individuals and families.
If you would like to have an initial conversation with one of our experienced chartered planners to briefly outline your current challenge/s, please call us or complete the form below. You will be under no obligation to use our services, but we hope will find the experience helpful in working through your priorities and deciding on next steps.

What kind of challenges are you facing? Please tick any that apply.*
- Want more clarity to support future plans knowing money won’t run out
- Ensure my retirement planning is on track & require on-going advice
- Have received/am expecting an inheritance & want to plan effectively
- Inheritance Tax planning
- Bloodline Protection & Legacy Planning
- Would like my investments to be professionally managed
- Responsible for finances of High Net Worth individual & need expert help
- Other (you can provide more detail on the next page)
- Looking to sell my business & plan for next stage in life

Other challenges/additional information – please briefly summarise here:

Name*
First Last
Email*
Phone*
Once you have submitted the form, we will contact you to discuss. Thank you.

Please note: All fields are required. The information you submit will only be used to address your enquiry.
Further information on how we store your data can be found in our Privacy Policy.
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Pinnacle Financial Services & Wealth Management is authorised and regulated by the Financial Conduct Authority.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate Trusts or Wills or some forms of tax advice. The value of your Investments can go down as well as up, so you could get back less than you invested.