Pinnacle Wealth Management
Robert Shorter has built a diverse career across various industries, currently serving as an Executive Associate at Pinnacle Wealth Management since September 2017, assisting clients in redefining wealth and achieving their ambitions. Prior experience includes roles as a Sales Executive at TraderMade and a New Business Sales and Development professional at Panoptic Technology, where responsibilities included generating new business sales and enhancing client visibility to the portfolio. Earlier positions include Project Coordinator at Benjamin West London, focusing on FF&E procurement for the hospitality sector, and Planning Officer and Line Manager at the London Borough of Bromley. Robert Shorter's career began as an Enrollment Officer at Orpington College. Educational credentials include a Diploma in Music Technology from the University of Hertfordshire and attendance at Ravens Wood School for Boys.
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