Before any strategies can be recommended, we seek to fully understand your situation. We do this prior to and during our first meeting with you. We look to gather details on your personal and financial circumstances, taking into account your existing assets and resources. From there, we’ll discuss your goals and aspirations as well as your attitude to risk. What we learn from you will form the foundation for our future analysis and recommendations. By taking the time to really get to know you and what’s important to you, we can deliver better outcomes. We think this approach not only makes sense but is often an important first step overlooked by many.

We use the latest analytical tools to understand the breakdown of your existing assets and how these are performing against your set objectives. We believe that a critical part of design is ensuring there is a match between your goals, aspirations, attitude to risk and the eventual asset allocation of your investment plan. Once we have completed our analysis, we’ll design a recommended strategy, or series of strategies, using the most appropriate investment options from our universe. As part of this, we’ll also take into account your tax situation, making sure your assets are placed in the best tax treatments allowed in the UK. We are customer centric and independant, we have no affiliation to any product, fund or platform provider.

We start from the premise that there’s no point in recommending a strategy that we can’t explain easily or that our clients won’t understand. So we will always present our recommendations in a simple and straight-forward way. You will also get a written explanation of all our recommendations in a language that’s designed to be understood. We will store a copy of our recommendations, supporting information and any other important documents on a personal and secure website that you can access whenever you like.

As a client of Purple Wealth, you are supported and empowered 24 hours a day, 7 days a week. You will be able to view your investments and track their progress against your goals on your personal website. Everything will be transparent to you. If you want to make any adjustments or if your personal situation changes, you can use the secure messaging system on your site to reach your adviser or one of the team. Alternatively, you can reach our team by phone or email. Our responses are always quick and knowledgeable.. We also offer face-to-face, phone or Teams video meetings with both ourselves and Investment Managers, Accountants and Solicitors. These can be arranged for a time, location and frequency that best suits your needs.

To help you achieve your financial goals, we can invest your capital within innovative risk-based strategies from leading investment managers or choose to construct a bespoke plan using more than 5,000 mutual funds, 1,000 Exchange Traded Funds or 5,000 equities available to us. In addition, we work with many Discretionary Asset Managers, based in London, the Midlands and the North.

Through partnering with investment experts, Purple Wealth Limited provides strategic options designed to achieve your goals. These investment strategies look long term to diversify risk, meet your investment goals and seek to create wealth through innovative thinking. We negotiate with all providers to ensure that our clients recieve the best service at the best price.

By correctly understanding your appetite for risk and just as importantly, your capacity for loss, we can make certain that the goals you set are realistic and the investment strategies recommended are the most suitable. We ascertain your risk profile through a number of methods and display these in a way that is easily understood. We also interrogate the risk profile of your legacy products, to ensure that they are correctly invested and if not, look at where they would better suit your individual needs.

We utilise the PlannrCRM back office system, as it provides a technology driven platform to view all of your investments, pensions, properties and other assets, both personal and corporate, regardless of where or with whom they are held. The client portal is a system that allows you to have a holistic view of your net worth. You will be able to view all your financial legacy and portfolio information and documents in one location. This not only helps to improve efficiency and supports cost savings for you, it also puts you in control of your finances. The best and most secure way for clients to get in touch with us is via the messaging system on the portal.