Paul Freeman is an experienced financial advisor with over 25 years of expertise helping clients achieve their financial goals. Since beginning his career in 2000 with the Bank of Scotland, Paul has built a reputation for delivering trusted, tailored advice across a wide range of financial planning needs.

A graduate of Business Administration (with Spanish), Paul combines strong analytical skills with a client-focused approach. He also holds a diploma through the Chartered Insurance Institute, underscoring his technical expertise and commitment to maintaining the highest professional standards in the industry.

As a Director at Pinnacle Wealth, Paul works closely with individuals, families, and business owners to create strategies that secure and grow their wealth. His specialisms include investments, retirement planning—covering pensions, annuities, and pension drawdown—and comprehensive estate planning. Paul is particularly recognised for his expertise in using Trusts as part of inheritance planning, helping clients protect and pass on their assets tax-efficiently.

Over his career, Paul has guided clients through changing markets and complex financial decisions, providing clarity and confidence at every stage of life. His advice is rooted in understanding each client’s unique circumstances and long-term aspirations, ensuring that every plan is as practical as it is forward-thinking.

Jared Hancock is a financial advisor and a Chartered Wealth Specialist with a proven track record in helping clients achieve their financial aspirations. With a degree from the University of Huddersfield and a diploma through the Chartered Insurance Institute, Jared combines academic knowledge with extensive professional expertise to deliver exceptional financial planning solutions. He is also a Chartered Member of the Chartered Institute for Securities and Investment (CISI), underscoring his commitment to professional excellence and integrity.

Jared began his career in Discretionary Management, where he developed a deep understanding of portfolio construction, market analysis, and investment strategy. This experience provided him with a solid foundation in navigating market cycles and managing complex client portfolios, skills he continues to apply in his role as an advisor at Pinnacle Wealth.

As an advisor, Jared works closely with individuals, families, and business owners, offering bespoke advice across investments, retirement planning, and comprehensive wealth management. His approach is centred on understanding each client’s unique circumstances and ambitions, enabling him to design strategies that provide long-term security and growth.

Jared’s Chartered status reflects his dedication to maintaining the highest standards of knowledge, ethics, and ongoing professional development. His clients value his clear, thoughtful advice and his ability to simplify complex financial decisions, giving them confidence in their financial future.

Trish has previously been a qualified financial advisor working for a major bank and is now using her knowledge and experience to offer paraplanning services to financial advisors. Trish conducts research across the market to find the most appropriate solution to meet client needs. Trish has a wide range of sophisticated tools at her disposal to conduct thorough impartial research on behalf of Pinnacle Wealth. Trish liaises with fund and product providers, the financial adviser and the client.

Emma Gregory is a paraplanner, where she has been a valued member of the team since 2018. With a strong eye for detail and a deep understanding of financial planning processes, Emma plays a vital role in supporting advisers and delivering tailored financial solutions to clients.

Before joining Pinnacle Wealth, Emma gained valuable experience at Capita Financial Services, where she built a solid foundation in financial administration and client service. Her background gives her a well-rounded perspective on the financial planning journey, from back-office support to strategic advice preparation.

Mark is the newest member of the team at Pinnacle Wealth having joined us in 2024. Before entering the world of finance, Mark spent years as a music teacher—an experience that shaped his approach to building strong, supportive relationships and helping people reach their full potential. Today, as a Financial Advisor at Pinnacle Wealth, Mark brings that same patience, clarity, and commitment to guiding individuals and families on their financial journeys.