Private Client Services

Date : 13/12/2014

Private Client Services

We help individuals,professional groups and family businesses preserve and optimize their wealth. 

Financial planning AND investments

Helping you plan for the future

We focus on tailored individual Director led advice to help our clients meet their own specific financial objectives.

What we offer our clients

a complimentary first meeting to assess needs and objectives and determine whether further help is required

expertise in all areas of personal finance notably at retirement planning,including SIPPs and draw down, investment 

structures, including platforms and wrappers, planning inheritances, tax and overseas planning issues

bespoke financial planning solutions to achieve objectives


Private Client Tax and Zakat

Pinnacle Consulting Firm Private Client Tax team is committed to protecting and enhancing personal wealth. With far-reaching know how and unique specialist skills, we provide the innovation and focus required to find effective solutions.


Family Businesses

At Pinnacle Consulting Firm we understand the importance of preservation and growth of family wealth and can offer individual family office services individually tailored to the family’s needs and expectations.

Family offices are established to manage family wealth, plan for family financial future and provide other services to members of the family under their on-going oversight.


We can undertake the administrative tasks the family would rather not deal with including investments, household staff, insurance, handling legal issues, trust and estate issues and tax planning.