Businesses in Harrowgate

Michael Chipperfield has been a great partner in our planning. Our initial introduction to Michael was a financial planning class that really drove home how to plan with the tax im... Michael Chipperfield has been a great partner in our planning. Our initial introduction to Michael was a financial planning class that really drove home how to plan with the tax implications in mind - not just leaving the tax implications on the side line. His ability to convey the intricate details is excellent. As our financial planner, Michael has been respectful and supportive of our beliefs and attitudes about our finances, our retirement, and our other goals. For example, we title/give offering off of all income and that is reflected in our plan. Additionally, he has understood the variability in our (wife's) consulting business and helped us plan accordingly. Finally, as our three kids are in college/getting closer to college Michael has been helpful in offering alternatives to our 529 plan and how best to maximize the resources for the benefit of our three children. Michael has been a great sounding board, willing to entertain and play out the "what ifs" that we come up with, Read More

Working with my financial advisor, Michael Chipperfield, has been a genuinely positive experience. He consistently demonstrates professionalism and a strong commitment to educating... Working with my financial advisor, Michael Chipperfield, has been a genuinely positive experience. He consistently demonstrates professionalism and a strong commitment to educating me on financial concepts I may not fully understand. I appreciate how he takes the time to explain things clearly, which empowers me to make informed decisions. Michael has helped me think more strategically about my financial future—bringing up considerations I hadn’t thought of before. Since partnering with Pure Financial, I’ve seen meaningful growth in my investments, which speaks to the quality of guidance I’ve received. One of the things I value most is Michael’s realistic approach. He understands my financial situation and creates a space where I feel comfortable being honest about my goals and limitations. I never feel pressured to invest beyond my means, and that balance has made saving and planning feel sustainable rather than stressful. Overall, I feel supported, informed, and confident in the fina Read More

We are lucky to be working with Rob Canavan at Pure Financial Advisors as our financial planning advisor. He and the Pure Financial team have been doing an excellent job of helping... We are lucky to be working with Rob Canavan at Pure Financial Advisors as our financial planning advisor. He and the Pure Financial team have been doing an excellent job of helping us analyze, invest, and manage our financial resources, as well as monitoring taxes implications. Rob has an easy going personality and is excellent at explaining the concepts and details of financial planning and investing. He takes the time to explain concepts and important items so that we can understand them and make appropriate decisions. He listens to concerns and provides valuable feedback and recommendations. He also provides valuable insights to think about as we go through the various phases of maturing, retiring, and subsequent aging, to help with understanding not only financial planning sides, but also other things to expect in various life stages also. It is always a fun and interesting discussion when meeting with him, and I always learn new things. He's great!! Services Tax planning, Service Read More