Pure Wealth Management

Independent Financial Adviser  Unit 18 Lambourne Crescent, Cardiff, S.Glamorgan, CF14 5GF
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FCA authorised
Last authorised 7th June 2021
We offer advice on all areas of Pensions, Investments, Mortgages, Protection, Tax Planning, Estate Planning, Wealth Management and Will Writing. Our core focus for each client, is to offer truly independent personalised financial advice.
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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Buy to let
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Buying first home
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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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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OEICs
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Offshore investments
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Socially responsible investments
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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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Accident & sickness
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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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 risk
Meet our advisers
Paul Cox
About us

Pure Wealth Management pairs unbiased financial advice with expansive industry knowledge, to provide our clients with a range of services including Investment solutions, Pension advice, protection planning and estate planning.

Our services

To help make the initial steps that bit easier for you, we offer every new client an initial consultation at our expense. This means that you are able to establish which advice areas may be of priority for you, whilst helping create ideas that you may not have considered to look at going forward. As a truly independent financial advisory practice, our cutting edge technology combined with adviser experience ensures we can analyse the entirety of the open market to match what we feel suits your needs best.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Unit 18 Lambourne Crescent, Cardiff Business Park, Cardiff, S.Glamorgan, CF14 5GF

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