Rachel Pinkstone

I offer a friendly and bespoke approach to providing solutions for the financial planning needs of my clients. I help individuals, families and businesses to achieve their financial goals both now and in the future. I have worked in the Financial Services industry for over 20 years supporting a range of different individuals with varying and often complex circumstances. I focus on: helping my clients to build and preserve their capital protecting my clients, their family and their business against risks helping my clients enjoy the retirement that they deserve being as tax efficient as possible in order to maximise your financial situation building long term relationships with my clients I offer advice at a time and a place convenient to you and provide an ongoing service with the option to contact me whenever the need arises. I provide regular reviews of your plans and circumstances to help you stay on track to achieve your goals. I provide expert advice covering investing, tax, trust and estate planning, protection, retirement strategies, philanthropy and portfolio management. Trusts are not regulated by the Financial Conduct Authority. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 27/06/2024