Adam Cooper Email & Phone Number

At Pinnacle Wealth Management, our advisers specialise in offering expert advice in a wide range of important areas including; investment, inheritance tax, pension and protection planning. With a wealth of advanced financial planning tools, tax-efficient strategies (both onshore and offshore), and sought-after investment planning opportunities at their disposal, they are well equipped to provide the highest calibre of advice to our clients.Working hard to build trusted relationships with our clients we pride ourselves on providing the highest level of service, ensuring that financial solutions are delivered with utmost professionalism and integrity.In addition to our expertise, as a practise, we have links with other professional bodies including solicitors and accountants, thus enabling us to offer a holistic wealth management service designed to meet both your short and longer-term needs.Practice specialities:- Bespoke financial planning - Advanced tax and investment planning- Offshore investment and trust planning- Retirement planning- Trust and estate planning - Individual and business protection Please feel free to connect with me, to see how we can help:Email: jo.gooder@sjpp.co.ukTel: +44 7766 315992Website: www.pinnaclewealth.co.ukTrusts are not regulated by the Financial Conduct Authority.The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.SJP Approved

Listed skills include Training Course Development, Customer Experience, Public Speaking, Training And Development, and 19 others.