Purple Fox Financial Planning
Initial consultation free
Independent
At Purple Fox Financial Planning, we’re not just about providing financial advice –
we’re about crafting a roadmap for your financial future.
We can advise you on
Clients
helped
helped
18
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Tom de Burgh Williams
Director & Chartered Financial Planner
What our clients say
jd
John D
Tom has advised us very well for many years on our investments and is a very pleasant and trusted person to have looking after our finances.
k
Ken
Tom is both extremely knowledgeable and personable. He helps me through the ongoing maze of financial decisions in a clear and expedient manner. I am more than happy to recommend his services to...
a
Adrian
Tom was very professional and thorough when going through the topics I wanted to discuss and understand (retirement planning). He was also open and honest about himself, his experience and the fee...
jw
John W
Tom has been advising me for about 12 years. I have always found him to be highly competent and price competitive.
k
Kevin
Thomas returned my call promptly and was very polite and professional. After an initial discussion he put my mind at rest regarding investment possibilities. He then arranged a Zoom meeting and we...
t
Tony
We have been longstanding clients of Tom and over the years we have received substantial growth in our portfolio and personalised financial planning.
Compliance
Purple Fox Financial Planning Ltd is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107. Purple Fox Financial Planning FCA number: 1011691.
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