All 1 Network Members

Based in York, at Pineapple Financial Planning we travel the country helping individuals and business access the best financial advice and support because distance should be no barrier to the things we want.

Contact Name:
Alex Stephenson

Email:
[email protected]

Address:
Tudor House,Westfield Court,
Copmanthorpe,
York,
YO23 3TA
United Kingdom

homepage:
www.pineapplefp.co.uk

Mobile:
07792 253628

The company prides itself on truly understanding and caring for its clients and going on the journey that is life with them. Trust is the most important thing to everyone here and something 100% of our clients have in us and value as much as we do.

So whether you want faith in your retirement plans, wish to send your children to private school or university or you simply want to know that if the worst was to happen that your loved ones would be cared for, we here at Pineapple Financial Planning will be here to listen, help and advise on your choices.

Thank you :)-

Core Services offered:
– Protection – life insurance, critical illness, income protection, key person insurance
– Pensions
– Investments – ISAs (Stocks & Shares), Unit Trusts, Bonds.
– Estate planning/Inheritance tax
– Business planning

Contact details found in bio.

The value of your investment can go down as well as up. You could get back less than you invested.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.

How does it work?
It all starts with an initial conversation so that I can find out what it is you’re thinking about and if I am the right person to help you – so let me buy you a coffee or arrange a quick telephone call

If we have established that you would benefit from some formal advice, then I would look to do a ‘fact-find’ whereby we would book in a longer meeting (circa 60-90 minutes) in order for me to understand not only the ‘whats’ surrounding you, your family and plans but the ‘why’. It is the ‘whys’ that motivate us through life and imperative to know for a strong and robust plan. There is a strong emphasis on exploring what options and choices you have available to you in this meeting as it is this that will enable me to work effectively on your behalf.

Once we have done that meeting, the real hard work for me starts as I then research the best solutions from a number of carefully selected providers from the St. James’s Place panel. I then construct a plan that I believe will enable you to achieve your objectives best.

Once I have everything together and a plan to recommend, I then present the recommendation to you. Explaining in detail what, who, why, including advantages and disadvantages. It is at this stage where I also explain very clearly and thoroughly any charges you would face should you wish to take my advice.

There are now 2 options:
You proceed with the recommendation: we sign the relevant paperwork and we have entered into a relationship in which you can contact me whenever you require some advice and you will benefit from an annual face to face meeting to explain past performance and review your current situation Vs the objectives you want to achieve.

You do not proceed with the recommendation: then there has been no cost to yourself, we part ways and you keep my details for future reference should your circumstances change and you wish to review.

Thank you 🙂

Core Services offered:
– Protection – life insurance, critical illness, income protection, key person insurance
– Pensions – Personal pension, SIPP
– Investments – ISAs (Stocks & Shares), Unit Trusts, Bonds
– Estate planning/Inheritance tax
– Business planning

The value of your investment can go down as well as up.  You could get back less than you invested.

The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.

Pineapple Financial Planning 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 www.sjp.co.uk/products.