Pinnacle Wealth Management LLP

As life today moves at such a fast pace, it can often be hard to find the time to dedicate to managing our financial affairs in an efficient way. Sound financial planning is key to achieving our lifestyle objectives, now, and importantly, in the future. We believe clients appreciate the provision of personal face-to-face advice. Each has their own individual concerns and ambitions based on their current lifestyle, family circumstances and resources. Following an in-depth review we provide bespoke advice on the best way to efficiently manage their financial affairs. We then work with clients on an on-going basis to help them achieve their future financial goals. We work with senior professionals in London providing specialist wealth management and financial planning advice in the following areas: Retirement planning Tax efficient investment (onshore and offshore) School fees planning Trust* services and inheritance tax planning Family protection The St. James's Place Guarantee St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group. The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and the value can therefore go down as well as up. You may get back less than the amount invested. The levels and bases of taxation and reliefs from taxation can change at any time, are dependent upon individual circumstances. * Trusts are not regulated by the Financial Conduct Authority.

Address: 40 Bank Street, Canary Wharf, London, E14 5NR, UK

Phone: +44 207 871 5444
FAX: +44 872 3312602