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?

Your pension is often key to a successful retirement, so you need to make sure that the advice you receive is suitable to your circumstances, and your future plans.

What's the next steps?

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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.
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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.
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Leave the hard work to us

We search far and wide from the providers on offer to source the right policy for you.
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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.
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Investing now, planning for the future

With a hard working investment, you can plan for a great future.
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Faqs

Read our often asked FAQs.
  • 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 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.

  • 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.

  • What investments are best for me?

    This will largely depend on your current circumstances, your future plans, and your overall appetite of risk. All investments have their pro’s and con’s and can be aligned to you as an individual. Please remember that past performance is not a predictor of future performance and there are no guarantees to any investment.

  • Is there a minimum investment needed?

    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.

  • 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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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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Available 7 days a week, from 9am to 9pm