About PPA Wealth Ltd

First meeting is free, no hard sell, fees agreed upfront. The right advice, both now and ongoing.
We are a boutique advisory firm, employing only Chartered Financial Planners. We are Leeds-based, but are happy to meet at your home.
Pensions & retirement:

  • Pensions & retirement planning

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • :
  • Long term care

  • Find the best price for your project, click on a trade to get started