About Us

Highly experienced advisers, who understand a good relationship with you is the basis of good financial planning

In our years of experience, one thing we have come to learn is that amongst the range of specialist skillsets and qualifications we have in our team, the most important piece of the financial planning puzzle is you.

We can’t create the lifestyle you desire if we don’t know where you are now and what you’re aiming for in the future. So we make it a priority to get to know you.

The Beginning of PL Wealth

PL Wealth is part of Pensionlite Ltd, a company that grew over the past 14 years into a firm specialising in retirement planning. By working with clients closely over this time and becoming trusted through delivering good outcomes, Pensionlite was increasingly asked to manage the wider wealth matters of clients, and so PL Wealth was born.

Led by Directors, Michael Shaw, Sharon Purewal and Lorna Young, the company maintains its revered Chartered Status through a focus on honest, results-led work for you.

How Choosing a Chartered Firm Benefits You

In choosing a Chartered firm, you can be sure that its people have made a commitment to being ethically driven, and knowledgeable and to providing competent advice that is created wholly around your needs and requirements.

It also means that as a firm, we are committed to providing a high quality of service and support.

• At PL Wealth, our staff and advisers have extensive experience managing and advising clients in all aspects of financial planning.
• Our advisers carry appropriate qualifications to advise individuals in relation to specialist matters of finance such as Defined Benefit Pensions.