Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP We are here to bring focus back to what truly matters, and redefine the meaning of wealth.

Which exit strategy are you working towards for your business? Is it all about the journey, the finish line or both?Route...
11/06/2026

Which exit strategy are you working towards for your business? Is it all about the journey, the finish line or both?

Route 1
Income focus – targeting smart profit extraction, achieving personal wealth sooner and education on investments.

Route 2
Equity focus. It’s about the end point - selling the business. You want to create wealth in the business but you’re not looking to invest outside of it.

Route 3
Creating a lifestyle business today – Your priority is to have all the quality time you want for your family and personal interests.

Route 4.
Ah. The structured outcome - A measured combination of all three goals to create a healthy balance of ambition and lifestyle.

Our LifePlan has been created to turn ambitions into a planned reality. When it comes to your business, don’t chase the wrong goal.



Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.

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).

SJP Approved 04/06/2026

A recent report by the government-backed Pensions Commission suggests that just 4% of wholly self-employed workers are r...
08/06/2026

A recent report by the government-backed Pensions Commission suggests that just 4% of wholly self-employed workers are regularly paying into a pension.

Just 4%. You read that right.

The report also states that 15 million people in the UK may not currently be saving enough for retirement, with that figure potentially rising to 19 million without action. That could mean almost half of working-age adults face a significant shortfall later in life.

Particularly concerning were the findings relating to:
• lower and middle-income households relying solely on minimum auto-enrolment contributions
• pension gaps affecting women, with average private pension savings around half those of men approaching retirement
• people accessing pension pots early to cover immediate costs such as holidays, renovations or cars

With increasing day-to-day financial pressure on future retirees, this is a problem many people are continuing to push further down the road.

If you know someone who may be putting off paying into a pension because of current financial pressures, perhaps have a quiet word with them.

A conversation today could make for a very different tomorrow.

Department for Work and Pensions, Britain is undersaving for retirement warns Pensions Commission, 19 May 2026
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).

SJP Approved 04/06/2026

We often talk about long-term planning, resilience and performing when it matters most. This weekend, Calan Williams dem...
03/06/2026

We often talk about long-term planning, resilience and performing when it matters most. This weekend, Calan Williams demonstrated all three.

After technical issues in practice left the team searching for answers late into the night, Calan and his teammates fought back in spectacular style to secure a podium finish at Monza.

From 47th on the grid to charging through the field with one of the standout drives of the race, it was a reminder that success is rarely about avoiding setbacks. It's about how you respond to them.

Craig Hodgins and Joseph Milsom were there to witness the action and support Calan throughout the weekend, and what a race it was.

Congratulations to Calan, Ahmad, Javier and the team on a fantastic result. We're proud to continue supporting your journey.

14/05/2026

Why would anyone want to take on the pressures of becoming a business owner? Have a listen to Bradley Adams, Head of Business Financial Planning explain why and how to enjoy the journey.



The value of your investment can go down as well as up. You could get back less than you invested.

Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.

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).

SJP Approved 24/02/2026

“Individuals who own a business should be reaping the rewards from day one for their courage and tenacity, not creating ...
12/05/2026

“Individuals who own a business should be reaping the rewards from day one for their courage and tenacity, not creating a life sentence of stress while they wait for the day they can escape.”

Bradley Adams, Head of Business Financial Planning at Pinnacle.

We see this time and time again. When you are chasing the right goal for your business, the path becomes much clearer. Read more from Bradley and Pinnacle’s approach to business financial planning, click here: https://www.pinnaclewealth.co.uk/no-one-should-start-a-business-just-to-give-themselves-a-job/

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.

SJP Approved 24/02/2026

Don’t just talk about it. Plan it, do it, achieve 🥇. Congratulations to our MD Sam Fitzgibbon on his first marathon with...
27/04/2026

Don’t just talk about it. Plan it, do it, achieve 🥇.

Congratulations to our MD Sam Fitzgibbon on his first marathon with an unbelievable time of 3 hours, 35 minutes.

Always good to see he’s following the Pinnacle way! Expert advice, a clear plan and staying consistent.

Sam has raised over £10,000 for Make-a-Wish after incredible match-funding from SJP Foundation 👊 🏃🏻‍♀️

Well done Sam!

There are many different paths to becoming a Financial Adviser, and those backgrounds often shape how advice is delivere...
07/04/2026

There are many different paths to becoming a Financial Adviser, and those backgrounds often shape how advice is delivered.

Pinnacle Adviser Alwyn van Staden Bsc Chartered MCSI recently shared his story on the Financial Planner Life podcast with Sam Oakes.

With a strong technical investment background, Alwyn always brings such clarity to complex strategies, helping clients understand how their plans build and grow over time.

He was in very good company with Samantha W., Adele Cable FPFS BAHons BSc Hons, Victoria Cable and Natalie Cheesman

Look out for the episode coming soon, it will be shared on our feed.

Address

Level 10, 1 Canada Square, Canary Wharf
London
E145AB

Telephone

+442080420701

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