As the Pineapple is the universal symbol of Wealth, Prosperity and Excellent customer service, it is fitting that such a symbol is synonymous and engrained in the values and qualities held by your financial adviser - or so we believe.
Based in York, England, Pineapple Financial Planning is an established and trusted wealth management company set up by Alexander Stephenson to provide innovative and dynamic financial advice to people and businesses across England. Whether it be advice on Pensions, investments, inheritance tax or even mortgages and personal protection, we will take the time, care and due diligence needed to support you and help navigate the complex and ever-changing personal finance landscape.
We believe that we do things a little bit different at Pineapple Financial Planning and it is for this reason we encourage you to look across the website, paying particular attention to the man behind the company and Our Approach to see for yourself. Otherwise, we look forward to answering your calls and replying to your emails and requests.
Your home may be repossessed if you do not keep up repayments on your mortgage
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.