Whenever you invest money, you want to protect your profits at all costs, because stock markets can change in the blink of an eye.
Whether you require a successful platform or would like professional assistance in placing appropriate trades, we can help with sourcing an expert individual who can advise you on your options and provide guidance and management for your growing investment portfolio. When working we us, we also consider the financial risks associated with the stock market to create a bespoke solution that is suited to you.
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
e 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 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.
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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 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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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.
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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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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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