Recent Testimonials

Liam R - Quilter, Jan 2024

Hi Lee,

I just wanted to pop you a quick email to say thank you to you and the team for all your hard work last year.

In a year where the world feels like it was working against us all, you and the team have made my life a lot easier. With other paraplanners in the past I have made a point of checking every letter as there were always errors, however, I feel so confident with Pure that content is always accurate.

The reports that the team produce are always easily consumable for the client and need little/no formatting, which saves me so much time on each and every case! Your timescales to complete work and communication are above the rest of the industry and I would be happy to recommend you and the team to anyone that works within the Quilter network.

Thanks again for your work last year and wishing you and the team all the best in 2024!

Steve Lawrence, Senior Business Development Manager, Quilter, Mar 2023

Well done Lee. Super team and an excellent reputation with the advisers I work with.

Neil W - Quilter, Jan 2023

I have been using Pure Paraplanning for some time now and their service, knowledge and professionalism never fails to impress me. I predominantly use them for DB, and even when their backs are to the wall (due to me not them) they have never failed to deliver.

One particular case springs to mind when I contacted Lee on leaving a potential DB client’s home (who had been given only days to live), he immediately set the ball in motion from his end. I got the case passed to Pure PP around 7pm that day, and Joanna worked on the case all night and had it in for case checking the next morning. Case was signed off later that day and we got the transfer completed before the client passed away. Not the happiest of stories but a great compliment to Lee and his team for getting the case sorted so quickly and produce a great client outcome.

Would happily recommend Pure Paraplanning (and have done so to a number of advisers) to anyone wanting to reduce their own personal workload and give yourself more time to spend with clients (or the golf course!), safe in the knowledge they will do a fabulous job for you.

Annabel S, Amicus Wealth, Quilter, Jan 2023

I have been working with the growing team of Pure for a number of years and their knowledge and experience helping with defined benefit cases has been invaluable. They are a pleasure to work with and really do their upmost to sometimes very tight time constraints. Thank you!

David C, Quilter, Feb 2023

I have worked with Lee and the Pure team for over two years now and I can honestly say it has been transformational to my business. The team at pure are proper paraplanners they have an excellent level of knowledge, and their expertise is second to none. They always turn around cases in a timely manner. They have also achieved a very high first-time pass rate with my cases. I can’t remember the last time a case wasn’t right first time!

Lee and the team have truly transformed my business. I can know do what I enjoy best and that is spending more time with my clients, ensuring their financial plans are on track or improving upon them. The amount of time I have now saved by working with Pure has enabled me to not only provide much better service to my existing clients but also take on more new clients. It has been a pleasure working with the Pure team and I look forward to continuing our great relationship.

Paul T, Positive Solutions, Feb 2023

I have worked with the team at Pure Paraplanning for all of my Defined Benefit Transfer cases over the last few years and I will continue to do so. I have always been happy with the quality of the service received from everyone at Pure and I find their ongoing support to my own business invaluable

Jessica M - Riverfall Financial, Quilter, Feb 2023

The team at Pure Paraplanning go above and beyond. A true end-to-end paraplanning service provided by very knowledgeable individuals who clearly understand and enjoy what they do. On the odd occasion we’ve had something out of the ordinary to work on they’ve not been afraid to pull their sleeves up and jump in. I would not hesitate to recommend.

Richard C, Quilter, Dec 2022

Excellent Service from a very friendly and extremely knowledgeable team. Pure go above and beyond to help me and are invaluable to my business, especially with DB where their technical knowledge and know how of Quilter's protocols are second to none. I rely on Pure for a large number of DB Transfers and I cannot remember the last time I had a case that wasn't right or even better - suitable first time. I would absolutely recommend Pure for anyone looking for a reliable Paraplanning service that really care about my business and most of all, my clients needs. Their quality never ceases to amaze me and always in super quick time. Good work guys.

Jason B, Quilter, Nov 2022

I’ve have just emailed Becki as I wanted to say a huge thanks as you guys have played a huge part in getting me through my CAS which I can’t tell you how much I appreciate.

James D, Quilter, Jan 2023

Hi Lee, New DB case signed off without any outcomes on a double transfer!! Outstanding.

Sharon P, PensionLite, Quilter, July 2022

I think we can say that your team’s “knowledge” on this DB transfer case was really appreciated. I believe there were only a couple of feedback points on this case which is outstanding. Also great communication between your team and our internal paraplanner and adviser so really a job well done. Thanks very much.

Claire-Anne L, Quilter, Sep 2022

Amazing guys, I cant thank you all enough for all your hard work with this DB Transfer with such short timescales. The client is absolutely thrilled 😊.

Paul D, Quilter, Oct 2022

Hi Lee

I felt the need to give you some feedback on this case mate.

I wanted you to know how impressed I have been throughout this process by Joanna and your team. You have been approachable throughout, nothing has been a bother and have communicated and worked with me closely whenever I have requested.

Joanna and your team's work ethic and dedication to a right first time outcome on an extremely challenging DB case are absolutely first class. It is no wonder Pure have such fantastic results.

Thank you all.

Simon P, Quilter, June 2022

Very pleased with your team and Damien's work on my DB cases, thank you for your support.

Stephen J, Quilter, Aug 2022

Can’t praise Damien enough for his efforts, going above and beyond on this DB case.

This was a particularly challenging client with many twists and turns of requirements. Timescales were obscenely tight with TV running out tomorrow. Damien turned everything round in super-quick time.

Liam R, Quilter, Jan 2022

Hi Suzanne
I wanted to get you a little something to say thank you for all your hard work this week on my DB Transfer. You have truly been nothing short of amazing and I have attached an Amazon voucher for you.

Sarah O, Ginkgo, Quilter Nov 2022

Hi Lee, you’ve always provided us with a great and very reliable service for our DB and DC cases (especially Suzanne - and we like you all so much!) and we look forward to working with you as much as possible.

Gurinder G, Hanson WM, Quilter, Dec 2022

Many thanks Lee.

Very good report by the way. Lindsey Robson in compliance has been on the phone to me singing the praises of you and your team.

Jason B, Quilter, Quilter, Dec 2022

Since working with Pure Paraplanning, my business quality has improved significantly. The help and guidance from Lee and the team has been invaluable and I can’t thank them all enough for their support. Our firm is now using Pure Paraplanning for all of our cases and would highly recommend them to anyone.

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