Pinnacle Wealth Management LLP

Reference number: 582859

Instant download

Scammers have impersonated this firm. The FCA has published 1 warning naming the fake phone numbers, emails and websites they used. See the warnings →

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

St. James's Place Wealth Management Plc Reference number: 195351 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Pinnacle Wealth Management LLP (FRN 582859) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Pinnacle Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Pinnacle Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When pinnaclewealth.co.uk first appeared online, and whether it can receive email
  • What kind of line 020 8042 0701 is
  • Whether E14 5AB is a shared office: 26 other firms give it
Instant PDF download
Other names (3)

If you were contacted under any of these names, it is this firm.

  • Dominion Wealth Management LLP Former name
  • Pinnacle Wealth Management Limited Former name
  • Shawish Wealth Management LLP Former name

Warning

Scammers have impersonated this firm

Fraudsters have used this firm's name or details with their own contact information to appear genuine. Check whatever you were given below, and against the firm's real details above.

Fake phone numbers (1)
  • 07741 354988
Fake email addresses (1)
  • support@pinnaclesweb.com
Fake websites (1)
  • pinnaclesweb.com
The FCA warning these came from

Scammers change these details often. Always check the live FCA warning.

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

The clone warnings above are scammers using this firm's name, not something the firm has done.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
OC407250
Company status
Active
Company type
Limited liability partnership
Incorporated
14 March 2016 (10 years old)
Registered office
Midway House Herrick Way, Staverton, Cheltenham, GL51 6TQ, England

Directors and company secretaries

Name Role Born Appointed Other companies
Craig James Hodgins LLP designated member Nov 1973 14 Mar 2016 2 other companies
Farid David Shawish LLP designated member Mar 1980 14 Mar 2016 2 other companies

Other companies run by these 2 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
3
closed down
3
run together
1

In the full report: all 3 companies, named

  • What each company does, and whether it is still trading
  • Which of these 2 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 1 company these 2 directors run together
Instant PDF download

Filed accounts and finances

Year to 31 March 2024Small company accountsNot audited

Net assets

£2.03m

−27% from £2.79m

Cash at bank

£157k

−79% from £751k

Employees (average)

52

+6.1% from 49

Owed within a year

£511k

−73% from £1.86m

Assets and liabilities

In the full report: all 5 years of accounts

  • Every year from 2020 to 2024
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company OC407250. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Pinnacle Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (8) All events (12)

2026

27 October 2026

  • FCA warned the public about a scam impersonating this firm

FCA warning list

2016

31 May 2016

  • Changed its registered name from "Dominion Wealth Management LLP"

FCA register

27 April 2016

  • Changed its registered name from "Pinnacle Wealth Management Limited"

FCA register

6 April 2016

  • Craig James Hodgins became a part-owner (25–50% of shares)
  • Farid David Shawish became a part-owner (25–50% of shares)

Companies House

14 March 2016

  • Incorporated at Companies House

Companies House

2013

4 December 2013

  • Changed its registered name from "Shawish Wealth Management LLP"

FCA register

2012

15 June 2012

  • Became an appointed representative

FCA register

In the full report: all 12 events

  • All 12 events in its history (8 shown here)
  • Every director appointment and resignation: 2
Instant PDF download

Firms like Pinnacle Wealth Management

Other firms of the same type (financial adviser), nearest first.

In London

SIX Financial Information UK LimitedLondonAppointed representativeMagellan Investment Partners (UK) LimitedLondonAppointed representativeMoonfare UK LimitedLondonAppointed representativeAlpha FX Institutional LimitedLondonAppointed representativeLCP Capital Solutions LimitedLondonAppointed representativeBrighton Park Capital UK LimitedLondonAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Pinnacle Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 3 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 5 years of accounts, charted
  • All 12 events in its history

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Pinnacle Wealth Management LLP FCA authorised?
Pinnacle Wealth Management LLP (FRN 582859) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Pinnacle Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Pinnacle Wealth Management LLP (FRN 582859) is an AR of St. James's Place Wealth Management Plc (FRN 195351). When you use Pinnacle Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Pinnacle Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Pinnacle Wealth Management’s phone number and website?
The FCA register lists the phone number 020 8042 0701 and the website pinnaclewealth.co.uk for Pinnacle Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Pinnacle Wealth Management a scam or clone?
Scammers have impersonated Pinnacle Wealth Management: the FCA has published a warning about fake versions of it, using contact details that are not the firm's. Only trust the details the FCA register gives for Pinnacle Wealth Management, shown on this page.
Is my money safe with Pinnacle Wealth Management?
Protection works through St. James's Place Wealth Management PLC, the principal firm responsible for Pinnacle Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Pinnacle Wealth Management?
Companies House lists 2 people with significant control of Pinnacle Wealth Management: Mr Craig James Hodgins (25–50% of surplus assets) and Mr Farid David Shawish (25–50% of surplus assets).
Who runs Pinnacle Wealth Management?
Companies House lists 2 directors of Pinnacle Wealth Management: Craig James Hodgins and Farid David Shawish.
How long has Pinnacle Wealth Management been in business?
The company was formed on 14 March 2016.
What do Pinnacle Wealth Management’s latest accounts show?
Its latest accounts, to 31 March 2024, show net assets of £2.03m (−27% from £2.79m) and cash at bank of £157k (−79% from £751k).
Does Pinnacle Wealth Management use any other names?
It has previously used 3 other names: Dominion Wealth Management LLP, Pinnacle Wealth Management Limited and Shawish Wealth Management LLP.

Sources and links

The full report on Pinnacle Wealth Management LLP

£19.99 · Instant PDF download

Loading secure checkout…