Pinnacle Wealth Management
Joshua Robertson currently serves as a Partner at Pinnacle Wealth Management LLP, holding the title of Principal Partner Practice. Prior to their current role, Joshua gained experience in the financial industry at Alpari (UK) Ltd and Central Markets, specializing in Foreign Exchange and advising High Net Worth Clients respectively. Joshua holds a degree in Business Management from Queen Mary University of London and has completed various programs at The Chartered Institute for Securities & Investment. Joshua's passion lies in helping individuals redefine wealth and achieve their lifelong ambitions.
Pinnacle Wealth Management
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