Meet The Team
At Pure Wealth Management we believe financial advice should be a people focused business, interdependent upon a two-way trusted relationship. Read more about the expert team below.
Paul is one of the founding Directors of Pure Wealth Management. With over 12 years’ experience, Paul has established himself as a well respected individual within the financial industry. Paul graduated from University in 2005 having studied Business and Human Resource Management.
Paul moved to Cardiff in 2007 to begin his journey in financial services, his first step was working as a pensions administrator with Legal and General. He was then headhunted by LV= in 2012 to create a new telephone-based retirement consultancy team. Here, Paul developed a strong technical knowledge of the retirement landscape, consulting with some of the largest and most successful advisory firms across the country.
Paul is a qualified Independent Financial Advisor and holds a CII level 4 diploma in financial planning. He is a Pension Transfer Specialist, also holding an advanced qualification in Pension Transfers. Paul works with many of the industry’s leading financial firms, providing final salary pension recommendations.
Paul is happily married with two Sons; Jamie and Joshua. Both keep him on his toes in his spare time! Paul enjoys running, football and reading when Jamie and Joshua permit him to.
Originally from Pembrokeshire, Stuart gained a BSc honors degree in economics from Cardiff Business School, studying accounting and management. For the past 3 years Stuart has extended his knowledge of the Independent market, interviewing fund managers and consistently sourcing the best possible solutions for his clients.
Stuart began his career in 2003 as a graduate at NatWest, immediately he moved into premier banking. Then in 2012, Stuart joined Coutts Wales as one of four Associate Directors in Wales. Over four years at Coutts, he advised professionals, entrepreneurs, and sportspeople. For seven months, Stuart was a lending specialist to professionals and clients in sport and entertainment. Based in London, his role oversaw lending rates of £34 million. As a Director of Pure Wealth Stuart will be able to ensure his knowledge and expertise are offered throughout the process when planning client’s goals and objectives.
Outside work, Stuart enjoys travelling and spending time with his family. He is the treasurer of the local squash team and is slowly learning to play golf.
Head of Compliance
Krystal Jevons is passionate about protecting our clients’ and keeping our business safe. Krystal has over fourteen years’ experience in the financial services industry, spending almost a decade working for one of the UK’s largest Banks.
Krystal enjoys the diverse nature of her role and has a keen interest in keeping up to date with changes to the regulatory landscape, which in turn helps us to understand and meet our obligations to employees and clients.
One of Krystal’s proudest personal achievements was completing the Cardiff half marathon in 2017 within her target of under 2.5 hours. Krystal loves to travel, with one of the most exhilarating travel experiences she’s had being a trek on New Zealand’s Fox Glacier.
Rachel moved from Yorkshire to Wales in her early twenties to undertake a graduate training scheme in retail management, after completing a history degree at the University of Manchester. With more than 20 years’ experience in the banking industry, Rachel joins Pure Wealth with an abundance of financial services experience. Rachel is an active team player, dedicated and driven towards her own personal goals, as well as those of the company.
Rachel is responsible for carrying out technical research and analysis of the pensions and investment market. Implementing client recommendations along with composing detailed suitability reports. Outside of work Rachel can be found in three places; the gym, with her head in a book or on her yoga mat.
Over the last twenty years Rob has worked hard to build strong relationships with individual and corporate clients, this played a pivotal role in his decision to move into the finance industry. Rob has taken on the role of Relationship Director at Pure Wealth Management.
Rob previously worked as an PGA Golf Professional working at some of South Wales’ most prestigious golf clubs over the last two decades. Since joining Pure, Rob has relished the opportunity to combine his love of golf and ability to forge great relationships. Rob’s mantra is that trust is fundamentally important when it comes to discussing the management of an individual’s personal needs.
Rob is a keen sportsman. In his spare time, he enjoys watching all sports. When weather allows, he likes to play cricket and football during the week. Most of all Rob likes nothing more than spending quality time with his wife and young son, often going walking and sightseeing.