Pure Wealth Management
Pure Wealth Management is an independent financial advisory practice that provides financial advice in areas such as pensions, investments, and estate planning. The practice focuses on building relationships with clients and offering financial solutions.
- Pensions
- Mortgages
- Investments
- Tax Planning
- Protection Planning
- Estate Planning & Will Writing
Locations
Competitors
Seven Financial Group, established in 2009, offers independent financial advice to a diverse clientele.
Solosy Wealth Management provides personalised wealth management advice tailored to meet the objectives of both private and corporate clients.
St.
Company Details
Pure Wealth Management is operated by Pure Wealth Management Limited and is a Active company incorporated on 26 September 2018 with the registered office located in Cardiff, South Glamorgan. Pure Wealth Management Limited was registered 6 years ago.
Status
Active
Size
Micro
Directors
3
Age
6 years old
Employees
5
Turnover
Unreported
Total Assets
£185.95K
Cash in Bank
£174.74K
Total Liabilities
-£127.17K
Teams
10
7
2
1
Company Owner • Joined Mar 2019
Operations Manager • Joined Dec 2023
Independent Financial Advisor • Joined May 2023
Independent Financial Advisor • Joined Oct 2024
Junior Paraplanner • Joined May 2023
Mortgage Broker • Joined Sep 2020
Indepedent Financial Adviser • Joined Feb 2023
Mortgage Broker • Joined May 2020
Senior Paraplanner • Joined Jun 2019
Paraplanner & Estate Planner • Joined Apr 2023
Independent Financial Advisor • Joined May 2023
Independent Financial Advisor • Joined Oct 2024
Junior Paraplanner • Joined May 2023
Mortgage Broker • Joined Sep 2020
Indepedent Financial Adviser • Joined Feb 2023
Mortgage Broker • Joined May 2020
Senior Paraplanner • Joined Jun 2019
Company Owner • Joined Mar 2019
Operations Manager • Joined Dec 2023
Paraplanner & Estate Planner • Joined Apr 2023