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The key to our success in helping clients to build and manage their wealth is our BESPOKE FINANCIAL PLANNING SERVICE built on close working relationships.

  1. Our service starts with a detailed assessment of the client’s current situation.
  2. Short, medium and long term objectives are then discussed, along with tolerance to risk.
  3. This allows us to create a detailed and distinctive financial plan that is carefully discussed and agreed with our clients.
  4. Our next step is to implement the plan – and ensure continued active management and effective monitoring.
  5. The plans are reviewed on a regular basis and amended in line with any changes in personal circumstances.

There are no ‘off the shelf’ solutions.

Our experience indicates that our clients have their own concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another.

Basing our services on this principle, Pure Financial Consulting has built exceptionally strong, trusted and lasting relationships with their clients.