A financial planning firm your clients can trust.
Pura Vida works with accountants, solicitors, corporate-finance advisers and other trusted professionals who have clients approaching a moment where good planning would make a real difference. If you work with ambitious business owners or high-earning professionals, we should speak.
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Who we work best with
The clients Pura Vida is built for.
We do our best work with people who have built something worth protecting and are approaching a decision that will shape the rest of their financial life. The clearer the fit, the more value a well-timed introduction creates.
Ambitious, founder-led businesses
Business owners who have built profitable, fast-growing companies and are thinking seriously about what comes next. They may be planning an exit, working out how to extract profit tax-efficiently, protecting the business and the family around it, or simply getting personal and business finances pointing in the same direction for the first time.
These are clients where good planning, done at the right moment, makes a lasting difference.
Senior professionals, directors and executives
People who may not own a business but carry complex financial planning needs: high earnings, share-based pay, RSUs, options, carried interest, or significant pension arrangements where the right decisions at the right time really count.
The common thread
Clients who want their finances looked after properly. People who value a long-term relationship over a transaction, and are comfortable with a fixed fee for planning that is genuinely built around their life, not around a product sale.
When timing matters most
The most valuable introductions come before a key decision is locked in: before the exit is structured, before the pension is crystallised, before the share scheme is exercised. Earlier is better, for the client and for you.
Why refer to Pura Vida
Why professional connections refer their clients to Pura Vida.
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Fixed fees - clear, agreed, and in writing
Pura Vida charges fixed fees for everything we do. The fee is agreed and set out in writing before any work begins. There is no commission, no percentage of assets under management, and no surprises.
This matters for your clients in two ways. First, it means our incentives are the same as theirs — we are paid to give good advice, not to place assets. Second, it means we can genuinely help clients whose wealth is still tied up in a business, including those who are pre-exit and may not yet have significant investable assets. The fixed-fee model is explored in full in the section below.
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Genuinely independent and Chartered
Pura Vida is whole-of-market and holds Chartered status as a firm. Our lead advisers are Fellows of the Personal Finance Society, the highest professional accreditation in UK financial planning. There are no tied products, no preferred panel, no in-house fund, and no commission for anyone to chase. Every recommendation is shaped around what is right for the individual client.
03
Built to protect your relationship, not replace it
We do not compete with accountants or solicitors. We work alongside you: sharing what is relevant, keeping you informed of anything that touches your own work for the client, and handling the financial planning so you can stay focused on yours. When a referral reflects well on the person who made it, it is because the client was looked after properly. That is what we are here to do.
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The fixed-fee model
Fees that are clear from day one.
Pura Vida charges fixed fees, agreed and disclosed in writing before any work begins. No commission. No percentage of assets. No surprises.
It is a deliberate choice. Fixed fees mean our interests are aligned with our clients’ interests. There is nothing to gain from recommending one product over another. Advice is shaped entirely by what is right for the person in front of us.
It also means we can work well with clients whose wealth sits in a business rather than an investment portfolio. Many business owners are not yet asset-rich in liquid terms. A model tied to assets under management would not serve them well. Ours does.
And because fixed fees align naturally with the way most accountants, solicitors and corporate-finance advisers charge, there is no awkward conversation to have. Clients already understand the model.
[PLACEHOLDER — Pura Vida to confirm: initial planning fee (range or typical minimum), ongoing service fee structure, and any project or one-off pricing, for inclusion here.]
[PLACEHOLDER — video: the team walking through how fixed fees work]
How we work with the clients you introduce
How we work with the clients you introduce.
When you introduce a client to Pura Vida, they follow a clear four-stage process. Nothing happens without their full understanding and agreement at every step.
01
Getting to know you
A relaxed, genuine first conversation about your client’s life, ambitions, and what matters most to them. No cost, no obligation, until they choose to continue.
02
Building their financial plan
A bespoke plan that looks at the whole picture — business, personal, family, future — and brings it together around what your client actually wants their life to look like.
03
Putting the plan into action
We coordinate every moving part, explain each decision in plain English, and handle the detail so the client does not have to. Where relevant, we work directly alongside you.
04
Keeping them on track
Lives change. Plans change with them. We stay close, review regularly, and are easy to reach when something new comes up.
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What our clients say
What our clients say.
[PLACEHOLDER — One to three client testimonials. Ideally from business owners or clients who can speak to trust, clarity, and the quality of the planning relationship. Please provide exact wording, attribution as you would like it displayed, and confirmation that each person consents to publication.]
[PLACEHOLDER — One testimonial from an accountant, solicitor or other professional introducer. A testimonial from a peer would strengthen this section significantly for the target audience.]
Due diligence pack
Everything you need to refer with confidence.
The Pura Vida due diligence pack covers our firm overview, regulatory status and FCA authorisation, advice framework and process, investment proposition, client safeguards and Consumer Duty approach, fees and transparency, and a set of case studies showing where a well-timed introduction adds most value.
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Firm overview
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Regulatory status and FCA authorisation
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Advice framework and process
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Investment proposition
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Client safeguards and Consumer Duty approach
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Fees and transparency
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Case studies
Due diligence pack
Download the due diligence pack →
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Let’s talk
Pure life, planned well.
If you have a client whose business or financial life is at a moment of change, we would like to hear from you. There is no pressure and no obligation. The first step is simply a conversation.
Talk to [PLACEHOLDER — contact name] about a partnership →