PURPLE WEALTH - Key Persons
Aiden joined the client service team in 2021, bringing with him 4 years of experience in the Life Insurance Market. Aiden is currently working towards obtaining his Diploma in Regulated Financial Planning.
Conner joined us at the start of 2022, enhancing the Client Service team with his managerial and system expertise. Conner is currently working towards obtaining his Diploma in Regulated Financial Planning.
Job Titles:
- Director & Chartered Financial Planner
In January 2018, Chris and Paul were joined by Chartered Financial Planner Laura, who specialises in Pensions, Private Clients and Family Trusts. Laura has been in the Financial Services industry since 2004, becoming an Equity Partner to the firm in 2019.
Mike joined Purple Wealth in 2018 and has helped create a client service proposition that delivers first class administration and client support, as well as supporting the firms principals with data analysis and product research. Mike achieved his Diploma in Regulated Financial Planning in 2023 and is currently working towards Chartered Status.
Job Titles:
- Founder, Director & Chartered Financial Adviser
- Founders
One of the founders of Purple Wealth, Paul also started in the Financial Services industry in 1987. As well as managing the firms regulatory activities, Paul specialises in dealing with complex business and personal clients, including Trusts, SSAS, FURBS and FICs.