Welcome Pinehurst Advisory

Bespoke Financial Services for Discerning Individuals and Families

At Pinehurst Advisory, financial success is more than a goal—it’s a partnership built on trust and expertise. As your dedicated advisory partner, we specialize in comprehensive financial planning services, tailored to meet the unique needs of each client. From retirement and tax planning to estate preservation, we are committed to guiding you through every stage of your financial journey with professionalism and integrity. Together, we aim to turn your aspirations into a lasting legacy.

Rod Sampson Managing Director and Senior Investment Consultant

Rod is a leading international private banker with specialist knowledge of the Middle East. In a career spanning 40 years internationally, he has held leadership roles at some of the leading financial services firms in the world.

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SERVICES OVERVIEW

Asset protection

Asset protection

We and our associates help clients protect their assets from various threats, such as market volatility, creditor claims, and lawsuits....

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Risk management

We and our associates provide risk management services, which can include insurance planning and analysis, liability coverage, and more.....

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Risk management
Concierge Advisory Services

Concierge Advisory Services

For those investors seeking an alternative view point on their existing allocations within their portfolios, we are able to provide not only our own o...

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Private Wealth Placements

We provide access to investment opportunities that do not correlate with managed index and hedge funds . An example is one of our most popular funds ....

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Private Wealth Placements
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    INVESTMENT OVERVIEW

    Woodville Consultants – Half decade history oflending directly to UK law firms for litigationsettlement funding. No defaults on interest or principal payments. 2-3 yterms, with yields of 10-12% and paid quarterly. Investment size from $ £ € 250,000

    79th Group – UK real estate group with a 30 year history of real estate development. The Group buys projects in insolvency at 50% of value, puts in the first 20% and raises the rest from investors to complete the acquisition and fund the development for the term of the investment. Investors are paid out after 12-24 months. Yields 12-17% and investments from $25k.

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