We are Independent Financial Planners that help people secure their financial futures. We provide holistic financial advice to a diverse range of Clients.
We specialise in Family Trust based planning structures that provide bloodline protection and generational planning to protect wealth and to ensure that it passes in the right direction to chosen beneficiaries.
A legal background also makes us well placed to help solicitors ensure that their clients get the best financial advice and support in respect of setting up trusts and suitable underlying investments, financial planning for deputies on behalf of the Court of Protection and divorce – we are Resolution accredited experts in pension share and post divorce financial planning.
Developing good relationships is at the heart of PP Wealth. Why?- because we ask the right questions and get to know our clients well we're able to offer sound, realistic and measurable advice that makes a real difference.
23 Thrales End Business Centre,, Thrales End Lane, Harpenden, Herts, AL5 3NS
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