Financial Solutions for the Long-Term
Pure Wealth Management pairs unbiased financial advice with expansive industry knowledge, to provide our clients with a range of services including Investment solutions, Pension advice, protection planning and estate planning.
We’re here to provide clear, jargon-free solutions to help tackle financial problems.
We’re not simply another financial advice firm tied-down by familiarity bias or contracts with providers.
As a truly independent entity, our cutting edge technology and adviser knowledge ensure we can analyse the entirety of the open market to match what we feel suits your needs best.
By following our core values of ethics, fairness, integrity and honesty, we have a proven track record of helping our clients towards their financial goals in a way that is ethical and focused on the long-term.
As a fresh, forward-thinking business, we have a hunger for staying on top of industry news and developments to help you recognise every investment opportunity available to you.
Alongside our expansive industry knowledge, we have a burning passion for improving our client’s finances and achieving beyond their forecasted goals.
We believe our value is in getting things right the first time, every time. Financial Planning generally isn’t a transactional process though. Our Cardiff-based financial advisors will assess your objectives, research the market and create a plan. This is an evolving roadmap that we will refine in line with changes in your circumstances, legislation and financial solutions to ensure we continue to deliver what is important to you.
Estate Planning is not regulated by the Financial Conduct Authority.