As your personal Independent Financial Advisers, we will represent you and your needs and have no bias or associations with any particular products or providers. This ensures that our financial recommendations are wholly based on your own specific needs. It is YOU and YOUR NEEDS that are most important to us.
We also have dedicated administration managers and para-planning team based in our Sambourne office, offering you daily help and support. Our services are enhanced by sophisticated on-line portfolio access and real time valuations, which will enable you to monitor your individual investment portfolio on a regular basis.
As Independent Financial Advisers we use intricate computer research software to enable us to compare and select the most suitable contracts within the financial market place. We will sit down with you and help to review your present financial situation, taking into account your future plans and aspirations, to allow us to make an assessment of your future financial needs.
We will ensure that you fully understand all of the agreed solutions before proceeding with the business.
Pinnacle Financial Planning
We are a team of professionally qualified Independent Financial Advisers, with a wealth of experience and full administrative support behind us.
Welcome to Pinnacle Financial Planning
As Independent Advisers, we work for you, our clients and not the interest of banks, building societies or insurance providers.
If you are looking for suitable products and providers in today’s complex market place, you will need our support, guidance and experience, together with intricate researching tools, to design a personal lifetime financial plan, which is most suitable for your financial needs and aspirations.
We fully understand the ever changing financial landscape and we aim to forge a lifetime relationship with you and provide financial support throughout your ever changing life.
You can be confident that you will be dealing with a company that is committed to providing you with the most suitable advice, service and support at all times. If you are looking for a no obligation, no fee consultation at a time and place to suit you, call us today on 01527-893476 or email