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

Banking

Consumer Goods

Finance

Investment Management

Pinnacle Wealth Management

Andy Heath

Sharon Calderini

Sam Fitzgibbon

Emma-Louise Pearce

Farid Shawish

Craig Hodgins

Joshua Robertson

The Finance and Wealth Management team at Pinnacle Wealth Management is dedicated to guiding clients toward a redefined sense of wealth, prioritizing family, lifestyle, and legacy. Comprised of expert financial advisers including Chartered Wealth Managers, Financial Planners, and Partners, the team offers personalized financial strategies and plans to help clients achieve long-term freedom and peace of mind, while also ensuring their legacy aligns with their values.

Finance and Wealth Management

Partnership Management

Business Support Team

Finance and Wealth Management

About

Team members

Other teams at Pinnacle Wealth Management

Partnership Management

Business Support Team