Pinnacle Wealth Management
Richard Veal is a Chartered FCSI who currently serves as the Partner at Pinnacle Wealth Management, where the primary focus is to help individuals redefine wealth based on their own terms. With previous experience as an Associate Partner at Quayside Consulting Ltd. and Director at HOLDiT Marketing & Manufacturing, Richard has a strong background in Business Development and Client Relationship management within the financial services sector. Richard holds various certifications from The Chartered Institute for Securities & Investment and has also pursued education in fields such as Financial Markets, Investment Banking, Digital Marketing, and Business Management.
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