We are an Independent Financial Advisory Practice offering advice on all areas of Pensions, Investments, Protection, Tax, Estate Planning and Wealth Management
"When we mention offshore bonds to clients, their initial reaction is obscure countries, tax evasion and heightened risk, but this is not the case..."
π‘ Learn why you should be considering them: https://t.co/WGza3QSGgE
#IFA#financialadviser#moneymanagement
Our IFA, Gavin Welsh, received this kind testimonial from some of his longstanding clients:
https://t.co/EbkkOba8PF
We always value recommendations, especially from those who we work hardest for.
Thank you both.
#financialadvisor#IFA#finance
Meet the PWM team π’
We had a sit down with IFA, Suzanne Browne, to go into more detail about her industry experience, appointment with Pure, and what makes her tick...
https://t.co/avEEy1HcUw
#finance#wealthmanagement#Cardiff
New Pension Legislation Allows for Greater Tax Savings π‘π·
Learn how you can start thinking about an early retirement, using more efficient tax management...
https://t.co/S6aZGVihFP
#finance#pensions#IFA
(originally featured in: @Sportin_Wales)
Meet the PWM team π’
Gavin Welsh, the newest of our Independent Financial Advisers, talks about his recent appointment, background and personal life:
https://t.co/TWTYRpsMhO
#finance#wealthmanagement#Cardiff
Getting to know the PWM team π’
We had a 10 minute sit down with our latest Paraplanner, Eiman Mahdavi, and he had the following to say regarding his new role and himself:
https://t.co/QTdo9TCeiM
#Finance#Cardiff#WealthManagement
Β£1,944 raised for @2wishcharity! ππΌπ
Thank you to everyone who came and all who contributed to what was an awesome day.
Keep your eyes peeled for next year's tournament, where we're looking to raise even more.
#Cardiff#charity#football
And the eventual winners @Expediteps, for participating in and contributing to the first Pure Group Charity Football Tournament!
A special shout-out to @Tesco_Wales and @RecruitukLtd for their donations, and of course, to @2wishcharity for the wonderful work they do...
2).
We had a fantastic time playing in 'The Pure Group Charity Football Tournament' organised by @PureWealthLtd yesterday β½
The tournament raised funds for @2wishcharity, a wonderful cause.
π° We're going to feature in a regular money column in the @Sportin_Wales magazine - you can read the full digital version below, our article is on page 27.
https://t.co/3oUfanUO2Q
#Wales#sport#finance
π Happy holidays to all of our followers - we wish everyone a stupendous new year! π
Friday 23rd December will be our last day in the office and we will return on Tuesday 3rd January.
As Monday 19th September is a bank holiday for Queen Elizabeth II's funeral, we will be closed for the day.
We will reopen as normal on Tuesday 20th September.
πOur June 2022 Economic Outlook - What's Going On?π
With so much uncertainty in the air, we thought now would be a perfect time to provide our commentary on what's going on.
Learn about it here: https://t.co/T14INtgkTI
#economy#finance#wealthmanagement