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TRUE WEALTH MANAGEMENT

Pinnacle Financial Services & Wealth Management was founded on the basis of one overarching principle.

We believe that High Net Worth individuals and families should expect more from their Wealth Management firm than a pre-occupation with their investment funds. That is why we provide True Wealth Management.
It is an all-encompassing approach, managing your future life ambitions and incorporating your key relationships.

TRUE WEALTH MANAGEMENT

We believe the term ‘wealth management’ is overused.

In practice it often describes a service that is basically investment management and nothing else.

For that reason we describe the Pinnacle Financial Services & Wealth Management experience as True Wealth Management.
Our focus is on building an in-depth relationship with you and understanding your life ambitions, challenges and needs.
That knowledge provides the foundations that inform our financial planning and the advice we provide.

The Pinnacle Financial Services & Wealth Management model has
three core elements.
Pinnacle Financial Services & Wealth Management - True Wealth management
Taking them into consideration enables us to deliver a
full and thorough service.

Comprehensive
Financial Planning

Led by highly qualified and experienced Chartered Planners with the support of expert technical specialists.

We take a team-based approach to financial analysis, construction and the delivery of solutions to address your important
life decisions.

Our process is methodical and meticulous to ensure that planning is as accurate and efficient as possible. All aspects of your circumstances are taken in account. We believe this is critical to reflect the impact that other activities may have on your financial life.


Investment
Advice

Having assessed the most suitable investment strategy, research is undertaken by our expert and experienced team.

Supported by our Investment Committee and in consultation with your senior planner and technical team, they construct a portfolio that best suits your requirements and risk profile.

Investments are regularly monitored and adjustments take place as necessary. As much importance is attributed to wealth preservation as it is to growth.



Management of Key
Relationships

We believe in joined up thinking.

That means we will liaise with your other professional advisers such as accountants and lawyers. It may also involve trustees, executors and other family members. This is necessary as the important influences we take into account are not always financial.

Obtaining this oversight reinforces our commitment to ensuring your life challenges and financial plans are not addressed in isolation. They need to be delivered with the benefit of understanding the ‘whole picture’.



chartered status

We are Chartered Financial Planners, recognised by the CII for our overall standard of professional excellence and commitment to clients, partners and employees. As one of only a select number of Wealth Management firms in the UK with Chartered Status, this demonstrates our capabilities within a number of key areas including:

Ethical practice where our services are based around the needs and requirements of clients

The provision of competent and knowledgeable advice

The provision of service and support of the highest quality

FINANCIAL CONDUCT AUTHORITY

Pinnacle Financial Services & Wealth Management is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice we present to clients is subject to UK regulatory regimes and is therefore restricted to consumers based in the UK. The Financial Conduct Authority does not regulate some forms of tax advice.

FINANCIAL OMBUDSMAN SERVICE

This service is available to sort out individual complaints that clients and financial businesses
are unable to resolve themselves. Where this is the case, you have the right
to refer your complaint to them free of charge.  

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.

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© 2024 Pinnacle Financial Services & Wealth Management

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.

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