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

Access your secure online platform – The Personal Finance Portal

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Inflation matters

Inflation matters Impact of rising prices on investments A pound saved is a pound earned. But thanks to inflation, over

Work pressures

Work pressures The greatest strains on physical and mental health There is an increasing trend for people to work for

Wealth navigator

Wealth Navigator Planning the BEST route for the next generation You have worked hard to build your wealth. Passing it

Relationship breakdowns

Relationship breakdowns A pension could well be the biggest single asset in the relationship What is likely to be a

Festive gifts

Festive gifts Building wealth for a solid financial future As a parent, guardian or grandparent, you’ll want to provide the

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.