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

Compare life and critical illness solutions

 

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Family Trusts planning

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Mind the income gap

Mind the income gap Significant gap between expectations and reality of what life in retirement will cost Generation Z When

Get-rich-quick schemes

Get-rich-quick schemes Financial fraud nets millions for organised crime scammers Fraudulent get-rich-quick schemes are netting millions for organised crime. But

State pensioners

State pensioners Inflation-busting increase to weekly payments on the horizon In October this year, those receiving the State Pension are

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.

Colin Tate

Financial Fitness Coach

Colin was a family lawyer for eighteen years. His legal background means he can empathise with clients going through the divorce process, as well as having an in-depth knowledge and understanding of each kind of dispute resolution – collaborative, mediation or ancillary relief. Colin left the legal profession in 2000 and retrained as a Financial Adviser.

He has grown up with a football background, playing for Brentford FC between the ages of 12 and 16. Semi-professional football followed until he joined QPR at the age of 18, playing for the club until he was 20. He returned to semi-professional football, playing until he was 36.

During that time Colin undertook a number of high profile divorce matters as a family lawyer.

Outside work Colin is a keen golfer. He is married, with three children, and loves spending time with his family.

Colin Tate

Financial Fitness Coach

Colin was a family lawyer for eighteen years. His legal background means he can empathise with clients going through the divorce process, as well as having an in-depth knowledge and understanding of each kind of dispute resolution – collaborative, mediation or ancillary relief. Colin left the legal profession in 2000 and retrained as a Financial Adviser.

He has grown up with a football background, playing for Brentford FC between the ages of 12 and 16. Semi-professional football followed until he joined QPR at the age of 18, playing for the club until he was 20. He returned to semi-professional football, playing until he was 36.

During that time Colin undertook a number of high profile divorce matters as a family lawyer.

Outside work Colin is a keen golfer. He is married, with three children, and loves spending time with his family.

01582 462552

Kim Pickford

Personal Assistant/Office Administrator

Kim worked for Barclays Bank for 17 years carrying out several different roles. She then worked for Willis Owen (Execution Business Only) for 8 years as a client service adviser. Kim comes from and lives in Stevenage. She is married and her interests are holidays in the sun, swimming, reading and socialising with friends which should always include wine!

Kim Pickford

Personal Assistant/Office Administrator

Kim worked for Barclays Bank for 17 years carrying out several different roles. She then worked for Willis Owen (Execution Business Only) for 8 years as a client service adviser. Kim comes from and lives in Stevenage. She is married and her interests are holidays in the sun, swimming, reading and socialising with friends which should always include wine!

01582 462552

Gareth Alexander

Financial Fitness Coach

Gareth is a qualifying member of MDRT (Million Dollar Round Table). Founded in 1927, MDRT, the Premier Association of Financial Professionals®, is a global, independent association of more than 66,000 of the world’s leading financial services professionals in 72 nations and territories. MDRT membership is recognised internationally as the top tier standard of excellence in financial services business.

MDRT uses the concept of the “Whole Person” which was first presented by the philosopher Mortimer Adler. According to Adler,

Whole Persons are engaged in a lifetime quest to achieve balance and congruity in all aspects of their lives and continually seek to develop their full human potential”.

Gareth is a Resolution (formerly Solicitors Family Law Association) Accredited Specialist.  He is one of only 75 Resolution Accredited financial planners in the UK. Resolution accredited specialists are members who have chosen to test their skills and expertise through a rigorous assessment of their knowledge, abilities and way that they work with clients and other people. Resolution specialists are proven experts in a range of areas of the law arising from family breakdown. Gareth’s Resolution Accreditation means that he can empathise with clients going through the divorce process, as well as having an in-depth knowledge and understanding of each kind of dispute resolution – collaborative, mediation or ancillary relief. He specialises in Pensions on Divorce matters and advises on various matters from analysis to implementation.

Outside work Gareth is a keen ultra-marathon runner, squash player and an erratic golfer, but still managed his first hole-in-one in 2018! He has successfully completed 10 Marathons and enjoys raising money for various charities. Gareth is happily married with two children, and loves watching his son play Rugby and his daughter compete in her school Lacrosse team.

Gareth Alexander

Financial Fitness Coach

Gareth is a qualifying member of MDRT (Million Dollar Round Table). Founded in 1927, MDRT, the Premier Association of Financial Professionals®, is a global, independent association of more than 66,000 of the world’s leading financial services professionals in 72 nations and territories. MDRT membership is recognised internationally as the top tier standard of excellence in financial services business.

MDRT uses the concept of the “Whole Person” which was first presented by the philosopher Mortimer Adler. According to Adler,

Whole Persons are engaged in a lifetime quest to achieve balance and congruity in all aspects of their lives and continually seek to develop their full human potential”.

Gareth is a Resolution (formerly Solicitors Family Law Association) Accredited Specialist.  He is one of only 75 Resolution Accredited financial planners in the UK. Resolution accredited specialists are members who have chosen to test their skills and expertise through a rigorous assessment of their knowledge, abilities and way that they work with clients and other people. Resolution specialists are proven experts in a range of areas of the law arising from family breakdown. Gareth’s Resolution Accreditation means that he can empathise with clients going through the divorce process, as well as having an in-depth knowledge and understanding of each kind of dispute resolution – collaborative, mediation or ancillary relief. He specialises in Pensions on Divorce matters and advises on various matters from analysis to implementation.

Outside work Gareth is a keen ultra-marathon runner, squash player and an erratic golfer, but still managed his first hole-in-one in 2018! He has successfully completed 10 Marathons and enjoys raising money for various charities. Gareth is happily married with two children, and loves watching his son play Rugby and his daughter compete in her school Lacrosse team.

01582 462552

Lisa Henry

Personal Assistant/Office Administrator

Lisa holds the Chartered Insurance Level 3 Certificate in Financial Administration (Pension) and is currently studying towards the diploma in Personal Financial Services.

Lisa lives locally and her interests are socialising, fine wines, rugged men with large hands and nagging her husband, Darren.

Lisa Henry

Personal Assistant/Office Administrator

Lisa holds the Chartered Insurance Level 3 Certificate in Financial Administration (Pension) and is currently studying towards the diploma in Personal Financial Services.

Lisa lives locally and her interests are socialising, fine wines, rugged men with large hands and nagging her husband, Darren.

+44 1582 462552