Jon Whitley Email & Phone Number

As a Partner of Pinnacle Wealth Management LLP, my primary aim is simply to ensure that, through my structured holistic advice, my clients are able to achieve their ultimate goal of financial freedom. Working with clients, I help to identify the things in life that matter most to them, opening up the possibilities available and ultimately supporting them to take action so that they can achieve their long-term vision and peace of mind. With a wealth of advanced financial planning tools and tax-efficient strategies (both onshore and offshore) at my disposal, I provide bespoke advice on the best way to help you achieve your long- term goals. Some of the key areas of advice I can help with include: • Tax-efficient saving and investment planning• Retirement and inheritance tax planning• Personal and business protection• Trust and estate planning• Tax-efficient structuring within a business• Aspects of business exit-strategy planningBy understanding that trust is at the heart of every strong relationship, I take considerable pride in developing and maintaining long and sustainable connections with all my clients. Please feel free to connect with me or contact via the following:Email: jon.whitley@sjpp.co.uk Tel: 07928 789823Website: www.pinnaclewealth.co.ukThe levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstancesTrusts are not regulated by the Financial Conduct Authority.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 22/02/2023

Listed skills include Alternative Investments, Financial Advisory, Pensions, Fixed Income, and 21 others.