Jessica Bird
Compliance Administrator @Pinnacle Wealth Management
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WORK HISTORY
Compliance Administrator @Pinnacle Wealth Management
London, GB
Our purpose is to help people redefine wealth on their own terms. We are passionate about helping people achieve their lifelong ambitions by offering 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? With the support of our expert advisers guiding you through the years ahead, your greatest ambitions become a planned-out reality.We take the time to explore and define what wealth means to you beyond money and inspire you to unearth the meaningful goals that make life full of possibility. The development of an individually tailored LifePlan incorporates innovative and market-leading investment, protection and legacy planning strategies to help you achieve your goals.Your LifePlan is supported through regular reviews dealing with any obstacles that life throws at you and making the most of new opportunities. We help you achieve the things that matter most to you in life.The value of your investment can go down as well as up. You could get back less than you invested.Please note that Associates are not yet authorised to provide financial advice.
ABOUT JESSICA BIRD
At Pinnacle Wealth Management, our advisers specialise in offering expert advice in a wide range of important areas including; investment, inheritance tax, pension and protection planning. With a wealth of advanced financial planning tools, tax-efficient strategies (both onshore and offshore), and sought-after investment planning opportunities at their disposal, they are well equipped to provide the highest calibre of advice to our clients.Working hard to build trusted relationships with our clients we pride ourselves on providing the highest level of service, ensuring that financial solutions are delivered with utmost professionalism and integrity.In addition to our expertise, as a practice we have links with other professional bodies including solicitors and accountants, thus enabling us to offer a holistic wealth management service designed to meet both your short and longer-term needs.Practice Specialities- Bespoke financial planning - Advanced tax and investment planning- Offshore investment and trust planning- Retirement planning- Trust and estate planning - Individual and business protection Please feel free to connect with me, to see how we can help:Email: j•••••@sjpp.co.ukWebsite: are not regulated by the Financial Conduct Authority.The value of your investment can go down as well as up. You could get back less than you investedThe levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.SJP Approved
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