Pinnacle Wealth Management

Pinnacle Wealth Management

Financial Services Street, Somerset, United Kingdom 115 employees
Employees
115
Contacts
4
Emails
4

Pinnacle Wealth Management Overview

Headquarters
Street, Somerset, United Kingdom
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
115
Founded
2013
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Pinnacle Wealth Management

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 06/02/2025

Pinnacle Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage

Pinnacle Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Ian Griffiths, Chartered Fcsi Providing Expert Financial Advice
Email
Timothy Everett Partner at Pinnacle Wealth Management
Email
Farid Shawish Helping People to Redefine Wealth
Email
Jenny Cook Pinnacle-helping Professionals Build
Email

Employees by Management Level

Individual contributor 22 profiles
Senior / Lead 4 profiles
Associate / junior 4 profiles

Department Contact Coverage

Department Contacts Email Phone
Finance 4 3 1
Executive 3 3 0
General 2 2 0

Pinnacle Wealth Management Tech Stack

Data / AI 1 profile

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