Ben Lloyd

Pure Commercial Finance launches new wealth management brand




Cardiff-based financial brokerage Pure Commercial Finance has officially launched new sister company Pure Wealth Management.

Several unique positions, as well as a number of jobs, have been created from the introduction of the new brand, which will focus on pensions, investments, protection, tax and estate planning, and wealth management.

IFAs Paul Cox and Stuart d’Ivry are heading up Pure Wealth as directors, and will help form a growing team, which currently includes Kyle Bailey as senior paraplanner and Mollie Bishop as paraplanner. 

Other recent appointments included:

  • Kate Davies, customer service executive 
  • Phoebe Nightingale, customer service executive 
  • Richard Southall, relationship manager 
  • Jordan Pound, client relationship manager 
  • Rhodri Churches, specialist property finance adviser 
  • Rhys Thomas, compliance officer 
  • Gareth Tucker, mortgage adviser 
  • Martyn Shaw, mortgage adviser
     

“Broadening our service offering to introduce wealth management is an integral step in the growth and evolution of the group,” said Ben Lloyd, managing director at Pure Commercial Finance (pictured above).

“Talent has always been the foundation of our business so, when setting this up, it was vitally important to ensure that we did it with the right individuals as the business leaders which we have in Paul and Stuart.”

Paul added: “We opened the doors to Pure Wealth in June 2019, after 18 months in development.

“The following six months were highly exciting with very positive engagement from both existing and new clients, as well as formalising several strategic partnerships with law firms, accountants and sports agents.

“We look forward to welcoming another paraplanner to the team [in] February and are currently engaged with several advisers keen to join the brand.”

Sign up to our newsletter to receive more news like this story

I accept that by joining the B&C mailing list, I will receive relevant news and promotional material via B&C on behalf of its partners and advertisers. Your data will not be passed on to any third party.
No, thanks, just the news please.

Leave a comment