What’s important to you? Reaching those milestones starts with setting clear financial goals We all have dreams for the future,
Hello and welcome to PP Wealth.
We are Financial Fitness Coaches that help clients design and create bespoke financial fitness programmes. We specialise in Family Trust based planning structures that provide bloodline protection and generational planning, to protect wealth, so that it passes in the right direction to chosen beneficiaries.
Your first meeting is at our expense and enables us to get to know each other better. If we like each other, this is an opportunity to assess how we can work together.
How we help achieve quality life planning
Access your secure online platform – The Personal Finance Portal
Articles from our Lifestyle Hub
Curated from our social accounts
Stocks & Shares ISAs Investing in a wide range of different tax-efficient investments Individual Savings Accounts (ISAs) can be used
Investment trusts Making money by investing in other companies An investment trust is a public company that raises money by
With-profits funds Fewer ups and downs than investing directly in shares If you save regularly or invest a lump sum
Pooled Investment funds Investing in different things, with different strategies Pooled investment funds – also known as ‘collective investment schemes’
Investing in a fund Making the decisions about when to buy and sell assets There are many reasons to invest
We love technology
Technology allows us to provide modern-day financial advice in the best way possible. It allows us to be more efficient, and more importantly, enables us to react quickly to deliver better client outcomes.