Pinnacle Wealth Management
George Ross is currently employed as an Associate Partner at Pinnacle Wealth Management, where the focus is on helping individuals redefine wealth on their own terms. Prior to this role, George held various positions at St. James's Place, HCL BPO, and Liberata, gaining experience in business risk management, administration, and claims processing. George has obtained a CII Level 4 Diploma in Regulated Financial Planning and a CII Level 3 Certificate in Mortgage Advice, showcasing a strong educational background in financial services.
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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 15/02/2024