Our expert advisers at Pinnacle can assist you in wealth management. Whether it’s services for retail banking, assistance in estate planning, legal resources or even tax assistance, we look over all of your assets to provide you the finest assistance to manage your wealth.

At Pinnacle, we work with local financial advisers, to provide expert investment & pension advice. Each of our financial advisor partners have been diligently selected, ensuring the advice you receive is not only from a qualified professional, but also an adviser who has your best interest at heart. Our flexible approach allows us to work to your convenience.

 

Pensions

Pensions are an emotive subject, with coverage including state, company, and private pensions. You work for the majority of your life so why not invest in your future when you are no longer able to work?

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Stocks & Shares

We help you grow your investment portfolio by sourcing an expert who can advise you on your different options because whenever you invest your money, you need to know that you can protect your profits.

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Bond & Deposit Accounts

While many investments provide some form of income, bonds and deposit schemes tend to offer a consistent income and steady returns which is why they are so popular.

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Fund Management

Part of your investment strategy may be tied within existing funds, or perhaps you are looking at new trade options? Regardless of your goals, you may need assistance in finding the right fund manager for your investment portfolio.

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Faqs

Read our often asked FAQs.
  • How can you help with my investment needs?

    We work closely with advisors who have vast experience in the investment industry and can help advise on the best options for you.

  • What investment areas can you assist with?

    We can take a holistic approach to your investment needs by focusing on individual stocks, grouped funds, or cash deposit accounts. Additionally if you require pension advice then this is also included as part of the service.

  • Can my existing pension be reviewed?

    Certainly. Whether you have an existing pension or new pension need we can help in advising you in the right way.

  • What is a pension?

    A pension is a form of investment, designed to accumulate in wealth whilst you are working with the mindset of providing an income or sum of money for when you retire, or turn 55.

  • What are stocks & shares?

    These refer to ownership rights in a company or group of companies. When companies are listed as a public trading entity they offer these ownership rights as a form of capital raising which presents the opportunity to grow with the company and receive dividends (returns) on your investment.

  • What areas of the UK do you cover?

    We work with clients throughout the UK and can accommodate face to face meetings, video conferencing, or email.

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Why choose Pinnacle?

Honest Advice

Our promise is to deliver impartial, expert advice to our clients, allowing you to make an informed decision. Via our independent status, we're perfectly placed to deliver suitable guidance.

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Excellent Customer Care

We truly understand the importance of delivering an exceptional customer experience. Our client feedback is testament to our commitment and dedication to exceeding all expectations.

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Unique Proposition

Our model provides you with access across the financial and property markets. By centralising this process, we can pass on not only the financial benefits, but also save you time and stress.

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Flexible Approach

We can offer appointments 7 days a week, between 9am to 9pm. Whether it's face to face, by phone, or online, we can accommodate to your preference. Your convenience is our goal.

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Do you have an enquiry? Contact us.

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