Pure Wealth Management
Professional Financial Planning, with a Personal Touch
We offer advice on all areas of Pensions, Investments, Mortgages, Protection, Tax Planning, Estate Planning and Will Writing. Our core focus for each client, is to offer truly independent, personalised financial advice.
The Pension landscape has changed significantly. We can review your pension pots with a complimentary initial analysis, to ensure they are right for you.
We combine professional industry experience, with cutting edge research systems to help make your money work for you.
For both new borrowing and reviewing existing loans, we can source to find the best rates for you.
Protecting your Family, your Business and your Finances from the unexpected starts here.
Estate Planning & Will Writing
Effective planning can help reduce tax charges and ensure your wishes are carried out should the worst happen.
A personal approach to planning your finances
As a dynamic and experienced team, we build long-standing relationships with our clients, providing ongoing support for ever-changing circumstances. Remaining proudly independent with our financial advice. We have none of the biases or contracts associated with some banks that offer restricted advice. Instead, we provide a combined approach of personalised, experienced wealth management, paired with cutting edge tech-driven research, to bespoke solutions for our clients.
Before I met with Pure Wealth I had 4 separate pensions with 3 different providers. I had no idea if my pensions were performing well, if the fees being charged were competitive or if I would have enough money for my retirement. I started my pension journey with a high level video chat about what I wanted to achieve, Paul took the time to explain the whole process and charges in a way that was clear and easy to understand.After a few slick online forms via the Pure Wealth portal, Paul and his team got to work analysing my existing pension performance and researching alternative offerings. Fast forward 7 days and I had a meeting request to take me through the findings!
I am over the moon with the level of service, communication and expert advice that I received, from the start all the way through to the end of the process.
D. Horridge, Wiltshire