This website is for general information about the services provided by PP Wealth Limited. It does not and is not intended to provide specific financial or other advice and should not be used as a substitute for obtaining specific advice in relation to individual circumstances nor does anything contained on this site constitute an offer to provide any goods or services to any person. PP Wealth Limited accepts no responsibility and excludes all of its liability to the maximum extent permitted by applicable law for any and/or all loss or damage which may arise from reliance on information or any of the services contained in or on this site.

PP Wealth Limited is not responsible for and does not endorse the content of external websites that link to this site or to sites which are linked or can be accessed from this site.  Use of this website is at your own discretion and you shall be solely responsible for any damage to your systems or equipment or loss of data that results from the download of any material or information.

Any services provided by PP Wealth Limited are subject to its Terms of Business, a copy of which will be provided upon written request.

The guidance and/or information contained within this web site is subject to the UK regulatory regime and is therefore primarily restricted to consumers based in the UK.

Online Publication

Smart Money & Newsletter Guides

Please note that online newsletters are provided for information purposes only and does not constitute financial advice.  Should you wish to discuss any of these matters with us then please do not hesitate to contact us.


The Financial Conduct Authority does not regulate the following products/services: Inheritance Tax Planning, Tax Returns, Accountancy Advice, Legal and Matrimonial Advice, Writing a Will.  The FCA now regulates Long Term Care plans or policies.

PP Wealth Limited is authorised and regulated by the Financial Conduct Authority.  Registered Office : 163-164 Moulsham Street, Chelmsford, Essex CM2 0LD. Registered in England and Wales : 5514252

© 2024 PP Wealth Limited. The copyright in the contents of this website is owned by PP Wealth Limited. No part of this website may be copied or reproduced by electronic or any other means, save in the normal course of access to the site, without the written licence of PP Wealth Limited.

® Trademarks. PP Wealth and the PP Wealth Limited logo are registered trade marks of PP Wealth Limited.

PP Trusts Limited is registered in England and Wales : 9022355.  Registered Office : 163-164 Moulsham Street, Chelmsford, Essex CM2 0LD.

® Trademarks. The PP Trusts Limited logo are registered trade marks of PP Trusts Limited.


PP Wealth Limited is authorised and regulated by the Financial Conduct Authority (FCA), and provides services to corporate and individual clients in the following areas:

  • Pension Planning Group Pensions, Personal Pensions, Executive Pensions, Self-Investment Schemes, Pension Transfers.
  • Personal Financial Planning, Estate Planning*, Tax Planning*, Mortgages/Re-mortgages, Life Assurance Protection, Retirement Planning, Long Term Care Insurance.
  • Employee Benefits, Employee Pension Schemes, Life/Disability/Sickness Cover, Retirement Counselling.
  • Investment Services advice on: Investing for Growth, Investing for Income, Unit Trusts, Investment Trusts, Individual Savings Accounts (ISAs), Personal Equity Plans, Friendly Society Plans, Investment Bonds, Annuities, Offshore Schemes, Guaranteed Income Bonds, National Savings Products*, Second-hand Endowment Policies.
  • Medical Insurance, Group Cover, Individual Cover.

* Some of these products or services may not be regulated by the Financial Conduct Authority.

If you have any questions relating to this statement then please contact us at This email address is being protected from spambots. You need JavaScript enabled to view it.

Client Privacy

PP Wealth Limited is fully committed to respecting your privacy and to protecting any information you provide to it. PP Wealth Limited treats both privacy and security as a priority and aims to ensure that all the information provided by you is protected.

Our Client Privacy Policy explains how PP Wealth Limited collects information from you and how this information is then used. PP Wealth Limited hopes that this will remove any concerns you may have about supplying information to us and make visiting our website an exciting and safe experience.

When necessary we may use your mailing address for accounting purposes and to contact you.


Cookies are files that are sent to your browser and stored on your personal computer’s hard disk. Cookies are used by most on-line companies to remind them who you are and to access information about your account which is stored on their computers. PP Wealth Limited may use cookies to minimise the number of times you have to type in data; but not to capture personal information or keep track of how often you access our website. You can always disable cookies via your browser. If you choose to disable cookies you may not be able to use certain features on our site and you may be required to enter your details more frequently. Please note that cookies cannot read your hard drive or make information make any information collected by us available to a third party. A cookie can only be read by the organisation that sets it.


By disclosing any personal information to PP Wealth Limited through this website or via the telephone you consent to the collection and storage of all personal information as set out in our Client Privacy Policy. If PP Wealth Limited make any changes to this Client Privacy Policy these changes will be detailed here in order to ensure that you are fully aware of what information is collected, how it is used and under what circumstances, if any, it will be disclosed.

If you have any questions relating to this privacy policy then please contact us at