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Introducing our new business partner - Pinnacle Financial Planning
I am pleased to announce our new Business Partnership with Pinnacle Financial Planning Ltd and to introduce you to Rupert Lankester whose considerable experience and expertise can be of benefit to members and associates of the Aston Villa Former Players Association.
PINNACLE FINANCIAL PLANNING LTD – a team of professionally qualified Financial Advisers providing holistic Independent Financial Advice to both personal & corporate clients (W: www.pinnaclefp.co.uk)
Our team consists of 10 Independent Financial Advisers with over 200 years combined experience – this team is further enhanced with a dedicated research team and administration together with our own ‘in house‘ compliance manager at our offices in Bromsgrove.
We understand the ever changing financial landscape and offer clients financial support throughout their lives, it is the client and the client’s needs that are most important to us – a proven successful formula that over 3000 clients benefit from. On clients behalf we have over two hundred million pounds invested and clients benefit from sophisticated on-line portfolios and real time valuations on their investment & pension contracts.
We offer a free initial no obligation consultation that allows us to make an assessment of your current & future financial needs and these may be individual or a combination of the following:
• Investment / Savings Portfolio Planning
• Corporate Pension Planning
• Individual Retirement / Pension Planning
• Inheritance Tax Planning
• Long Term Care Planning
• Income Replacement
• Income Tax Mitigation
• Residential / Commercial Mortgages
• Equity Release
Once your needs have been identified, we will ensure that you fully understand all of the agreed solutions before proceeding with the recommended strategy.
Rupert Lankester is part of the team at Pinnacle; he is a member of the Personal Finance Society by Diploma and is currently completing studies to become a Chartered Financial Planner.
“With over 23 years Financial Services Experience I am committed to providing a First Class Service to my clients across all areas of the Financial Advice process. Every client has different requirements, and these need to be individually addressed over time – Financial Planning is a journey and requirements change – I help clients with the initial issues and then the ongoing needs – providing a service to clients is my main driver, being available and giving advice in language that they understand gives a client confidence and belief that they are on the right track.
Living in Solihull, I am a keen follower of all major sports and spend my spare time with my partner Debbie and my three children”.
When using the services of Pinnacle Financial Planning Ltd you will also be assisting the Aston Villa Former Players Association who shall receive an introducer’s commission on all completed business. For your free initial no obligation consultation please contact Rupert Lankester direct by telephone on 07932 611657 or by email to firstname.lastname@example.org quoting the reference “AVFPA/Pin”.
You may also contact Rupert and/or Robert Meek, Spencer Deacon, Tony Meek & Dave Mensing, the directors of Pinnacle Financial Planning Ltd on the office number – 01527 873500.
Aston Villa Former Players Association