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About Our Business

Purple Wealth Limited is directly authorised and regulated by the Financial Conduct Authority.

 

We provide wealth management services to both Corporate Clients & Private Families throughout the UK, with offices in Yorkshire and Derbyshire.

Chris Handley and Paul Martin, two ex-HSBC Corporate IFAs, founded the firm in 2013 following the bank's decision to pull out of the Corporate market. In 2018, Laura Jones joined the Purple Team and the firm achieved Corporate Chartered Status in 2019.

Conference Room

Our Vision & Values

 

We continually search for better value and choices and we are agile enough to respond to opportunities quickly. We work on your behalf, not those of the "provider" and any cost negotiations are for your benefit only not ours.

 

We use the latest technology to provide straightforward and transparent advice in a simple and convenient way.

 

As a result, our clients become better informed, more confident and further empowered to reach their financial goals.

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About: Team

The Team

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Christopher J Handley DipCII

Founder, Director & Independent Financial Adviser

Chris has been in the Financial Services industry since 1987, working with complex Private Families, dealing with all bespoke and confidential family matters. Chris also specialises in large Corporate entities, with regards to exit strategies, employee benefits and asset management, as well as managing specialist professional relationships on behalf of clients.

Paul V Martin APFS

Founder, Director & Chartered Financial Adviser

One of the founders of Purple Wealth, Paul also started in the Financial Services industry in 1987. As well as managing the firms regulatory activities, Paul specialises in dealing with complex business and personal clients, including Trusts, SSAS, FURBS and FICs.

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Laura J Jones APFS

Director & Chartered Financial Planner

In January 2018, Chris and Paul were joined by Chartered Financial Planner Laura, who specialises in Pensions, Private Clients and Family Trusts. Laura has been in the Financial Services industry since 2004, becoming an Equity Partner to the firm in 2019.

Mike Cound DipPFS

Head of Paraplanning &

Customer Support

In 2018 we were also joined by Mike who has helped create a client service proposition that delivers first class administration and client support, as well as supporting the firms principals with data analysis and product research. Mike achieved his Diploma in Regulated Financial Planning in March 2023 and is currently working towards Chartered Status.

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Aiden Ellison

Client Service Manager

Aiden joined the client service team in December 2021, bringing with him 4 years of experience in the Life Insurance Market. Aiden is currently working towards obtaining his Diploma in Regulated Financial Planning.

Conner Brown DipPFS

Client Service Manager

Conner joined us in January 2022, enhancing the Client Service team with his managerial and system expertise. Conner achieved his Diploma in Regulated Financial Planning in 2023 and is currently working towards Chartered Status.

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All of our Client Service Team were recruited for their skills in data analysis, product research and use of back office systems. This allows them to deliver an outstanding customer experience to our clients.

All members of our Client Service Team are studying towards the "Diploma in Regulated Financial Planning" to ensure that they have the knowledge and understanding to meet the "Core Values and Business Practices"* expected of a Firm holding Chartered Status

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