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
- Website
- pinnaclewealth.co.uk
- Industry
- Financial Services
- Employees
- 115
- Founded
- 2013
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
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 | Location | Contact |
|---|---|---|---|
| Ian Griffiths, Chartered Fcsi | Providing Expert Financial Advice | London, England, United Kingdom |
Email
|
| Timothy Everett | Partner at Pinnacle Wealth Management | London, England, United Kingdom |
Email
|
| Farid Shawish | Helping People to Redefine Wealth | London, England, United Kingdom |
Email
|
| Jenny Cook | Pinnacle-helping Professionals Build | London, England, United Kingdom |
Email
|
Employees by Management Level
Individual contributor
22 profiles
Senior / Lead
4 profiles
Associate / junior
4 profiles
Department Contact Coverage
| Department | Contacts | 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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