About us

Formally established at the start of 2021, following several years under another business name, it felt right that the company evolved and unified under its core symbol – the Pineapple, a universal symbol for Wealth, Prosperity and Excellent Customer Service. 

Pineapple Financial Planning is a company that is primarily here for you to ensure that your wealth is used, or created, in a way that helps you achieve your personal financial goals and aspirations across the decades. With the backing and support of FTSE 100 company St. James's Place Wealth Management PLC, clients can rest assure that they are in trusted company who will work hard and diligently to achieve the best financial plan for them in an ever changing and dynamic landscape. 

Taxation and laws change. Rules around pensions and other investment products change. Your personal circumstances change! Everything can change and it is for this reason why we are here to help and guide you, with regular client contact and financial reviews being key to successful planning.

A company’s true DNA though is much more than their technical ability, it is having the ability to truly understand a clients emotions and needs. It is for this reason why we put our clients at the heart of everything we do - customer centricity is essential DNA at Pineapple Financial Planning.

Other core values we hold focus upon offering an expert service of distinct quality, integrity and excellence which in turn gives financial peace of mind to discerning clients and businesses. 

We offer the benefit of a single relationship to meet all of your financial needs, whether you are a working professional looking to grow, manage, protect or preserve your wealth or a business owner/director looking to ensure you have the right plans in place for your company.

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.

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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.