Welcome to Purple Wealth Limited
As a Regulated Firm with the Financial Conduct Authority, Purple Wealth Limited has designed its services around its own clients needs, aims & aspirations. We are Chartered Financial Planners, publicly committed to a customer-first approach.
We work on your behalf, continually searching for better value and choices. Our experience and professional links enable us to negotiate on cost, with any reductions being solely for your benefit.
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.
We’re here to help you thrive
With years of professional experience, we founded Purple Wealth Limited to help individuals and businesses make their dreams a reality. With our wholly independent process and access to world-leading technology, you’ll be on your way to financial and personal success.
Our process
Identify your aims
Personal circumstances are just as important as financial circumstances. What do you want to achieve, and how can we help you get there?
Design your strategy
Our priority is to create a solution that is entirely suited to your objectives, using our expertise and industry-leading technology.
Implementation
Completing all of the work on your behalf and keeping you fully informed, you can relax in the knowledge that your financial future is bright.
Continued monitoring
Circumstances change, making regular reviews vital. We never stop ensuring continued suitability, and ongoing support is always available.
What our clients are saying
Ron B.
“I needed an adviser with integrity, who I had confidence in and could provide sound advice on how to invest funds received on the sale of my business. With Chris, and Purple, I found this.
I’m very happy with the performance of my policies and having access to honest and informed opinions is invaluable.
The advice I have received, especially with regards to Inheritance Tax planning (EIS & SEIS policies in particular), has been second to none.”
Carol W.
“Any questions we have are dealt with very quickly - not just questions on financial matters. We utilise the expertise and opinions of Laura on a regular basis! We are delighted with the service received”
Michael W.
“I’m very impressed by the maturity and professionalism of Mike and the team. They represent Purple in such a positive way and are a pleasure to deal with.”
