Financial Planning

At Green Wright Chalton Annis we’re often asked for advice on financial matters such as where to invest an inheritance, Inheritance Tax planning, and pension and divorce matters.  Our clients often benefit from a fresh, alternative view of their affairs.

Whether your focus is on saving and acquiring wealth or planning how to manage it throughout the rest of your life, we can help.  We are, of course, primarily Solicitors, so we also advise our clients to consult independent financial advisers who are regulated by the Financial Conduct Authority.

For help with financial planning, Green Wright Chalton Annis has formed a partnership with financial advisers Investment Solutions to create Pinnacle. 'Pinnacle' is the trading name of Pinnacle Portfolio Management LLP, an appointed representative of Investment Solutions Wealth Management Ltd who are authorised and regulated by the Financial Conduct Authority.

There is a commercial arrangement between the partners of Green Wright Chalton Annis and Pinnacle, but there is of course no obligation on you to use their services.

For more information on Pinnacle and how they can help please click here.