We are here to bring focus back to what truly matters, and redefine the meaning of wealth. 

Traditionally, society has measured wealth purely in terms of accumulation, money in the bank and assets in the portfolio – without stopping to ask why.

The world has changed. Many people are reflecting on their lives and realising that their true wealth lies not in their financial assets, but in their family, lifestyle, and legacy. Our purpose is to help people redefine wealth on their own terms. We are a team of expert financial advisers passionate about helping people achieve their lifelong ambitions and offer a path to long term freedom and peace of mind.

What if you could achieve a life of freedom and fulfilment, and leave a lasting legacy created on your terms?


Pinnacle Wealth Management LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. 

SJP Approved 15/02/2024

Banking

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Investment Management

Pinnacle Wealth Management

Pinnacle Wealth Management's headquarters in London, United Kingdom

This department focuses on providing personalized financial advice and services to clients, managing their investments and wealth effectively.

Wealth Management

The Partnership Management team at Pinnacle Wealth Management is responsible for building and maintaining strategic alliances and relationships with key stakeholders. They focus on identifying potential partnerships, negotiating terms, and ensuring that collaborations align with the company’s goal of helping clients redefine their wealth. Through these activities, the team ensures that Pinnacle Wealth Management can offer a diverse range of expert services, thereby aiding clients in achieving long-term freedom and fulfillment.

Partnership Management

This department provides administrative support and assistance to executives and senior management.

Executive Support Services

The Business Support Team at Pinnacle Wealth Management is responsible for providing comprehensive administrative and operational support across the organization. Their duties include coordinating schedules, managing communication, assisting with marketing initiatives, supporting HR functions, and facilitating professional development through the Adviser Academy. This team ensures that the company runs smoothly and efficiently, enabling financial advisers to focus on helping clients achieve their goals of true wealth and fulfillment.

Business Support Team

The Finance and Wealth Management team at Pinnacle Wealth Management is dedicated to guiding clients toward a redefined sense of wealth, prioritizing family, lifestyle, and legacy. Comprised of expert financial advisers including Chartered Wealth Managers, Financial Planners, and Partners, the team offers personalized financial strategies and plans to help clients achieve long-term freedom and peace of mind, while also ensuring their legacy aligns with their values.

Finance and Wealth Management

This department focuses on building and managing strategic partnerships to enhance business growth.

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People (11)

Jobs (0)

Other teams

Partnership Management

Executive Support Services

Business Support Team

Finance and Wealth Management

Partnership Development

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People (11)

Jobs (0)

Other teams

Partnership Management

Executive Support Services

Business Support Team

Finance and Wealth Management

Partnership Development

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