PP Wealth Ltd

Independent Financial Adviser  23 Thrales End Business Centre,, Harpenden, Herts, AL5 3NS
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FCA authorised
Last authorised 3rd May 2021
Our aim is to help all our clients make the right financial decisions to reach their goals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Commercial motor
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Home and leisure
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Large business
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Small business
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
MR Gareth Alexander BSc (Hons) Dip PFS
Director
MR Colin Tate Dip PFS
Director
About us

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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

23 Thrales End Business Centre,, Thrales End Lane, Harpenden, Herts, AL5 3NS

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