Pineapple Financial Planning Ltd Verified listing

At Pineapple Financial Planning, we make sure that your wealth is used in a way that best helps you achieve your personal financial goals and aspirations, as your needs evolve throughout your life.

Tax rules changes. Pension rules change. Investment rules change. Your personal circumstances change! Everything can change at any moment and it’s times like these where you can rely on us to guide you through the maze of information, with regular catch ups and financial reviews to ensure that you make the right decisions for you and your future.

A company’s true DNA is much more than their technical knowledge, it’s having the ability to not only understand a client’s financial needs, but their emotional needs too. It’s for this reason that we put each and every client at the heart of everything we do - customer focus and experience are paramount within Pineapple Financial Planning.

We offer the benefit of having one place which meets all of your financial needs, whether you’re a working professional looking for help 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.

We’re so certain that we can offer value to those seeking financial advice, that we’re willing to offer initial conversations at no obligation, until you too believe we’re the best people for the job. Our friendly team are always happy to answer any questions about our process and how it all works!

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.

Pineapple Financial Planning Limited 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 https://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.

SJP Approved 18/03/2026