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Pinnacle Financial Management Limited

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Pinnacle Financial Management Limited is a local company with a number of experienced Financial Advisers situated across Sussex, Surrey, Kent and Hamphire. They have over 31 years of combined experienced in the financial services industry.

Pinnacle Financial Management Limited helps people achieve financial security by providing expertise across all areas of financial planning, including retirement, investments, and estate planning. They take pride in providing investment solutions to meet their individual clients’ needs, following a rigorous assessment of each client’s financial circumstances.

Quite simply, Pinnacle Financial Management Limited provides sound, personal and expert advice.

Carl Broad has been a Financial Adviser for 17 years and holds a Diploma in Financial Planning. After nine successful years as a financial adviser and regional manager with Prudential Financial Planning, Carl was delighted to establish Pinnacle Financial Management Limited, as part of The Advice Partnership from Prudential.

In his spare time, Carl enjoys spending time with his wife and two children, Austin and Eleanor, going on holidays and his passion is sport. He enjoys playing cricket and golf and coaches Austin's cricket and football teams.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

Testimonials

June 2021

Very happy with the advice and help given by Carl.

He was very patient and understanding, explaining everything several times and always in a way that made the whole experience less stressful.

June 2021

Very professional and explained everything in a way I could understand.  Was a pleasure to deal with someone who seemed to care about his customers and his work ethics.  Made everything a nice experience

Peter Brackley has been a Financial Adviser for 14 years and holds a Diploma in Financial Planning. After seven successful years as a financial adviser with Prudential Financial Planning, Peter was delighted to establish Pinnacle Financial Management Limited, as part of The Advice Partnership from Prudential. 

In his spare time, Peter enjoys spending time with his wife and three children. They all enjoy sport and most weekends are taken up with football, gymnastics and running clubs. Equally he enjoys the odd round of golf and playing in the occasional game of vets football.

From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.

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Carl Broad
Peter Brackley

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Pinnacle Financial Management Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.