Deciding on an investment strategy can depend on various different factors including your goals and approach to financial risk.
Our network of specialist fund managers ensure that our clients’ assets are effectively managed in the most cost-efficient way. This includes paying close attention to costs and risks that are associated with capitalising on business opportunities.
What's the next steps?
Get in touch
Choose by email, phone, or face to face to meet with a qualified advisor who can talk you through the next steps.
Let’s find out about you
By reviewing who you are, your aims, and what you require from your investments, we leave no stone unturned in advising you correctly.
Leave the hard work to us
We search far and wide from the providers on offer to source the right policy for you.
It’s application time
Once ready we will fully package your case and work with the chosen company to successfully invest. Just sit back and relax.
Investing now, planning for the future
With a hard working investment, you can plan for a great future.
Faqs
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What is fund management?
When referring to investment “funds” it is a pooled collection of investments, managed by one manager/company. It allows for diversification so that your risk is spread and can include stocks/shares, bonds, cash deposits, and is invested according to your overall risk profile.
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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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How do I get in touch?
Click through on our “Contact Us” page and provide some information with your enquiry. A member of the team will be in touch as soon as possible.
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How can you help with my investments?
We work closely with advisors who have vast experience in the investment industry and can help advise on the best options for you.
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What investment areas do we cover?
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.
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Is there a minimum investment amount?
There are typically no minimum investment amounts required, but this all depends on the type of investment that you require, i.e. regular monthly contributions or lump sum deposit.
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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