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Leeds City Centre, Leeds, UK

Media Pack / Portfolio

Chloe Phillips

Chartered Financial Planner
Pura Vida Financial Planning
We believe great financial advice begins with understanding your life and what is important to you. At Pura Vida Financial Planning, our mission is to help you achieve greater financial security, confidence, and freedom.

We know that financial planning can be overwhelming, which is why we take a personalised and jargon-free approach to help you make informed decisions.

We believe that financial planning is not just about building assets, but about creating a roadmap that aligns with your values and goals.

Media Coverage

FTAdviser

Does it pay to be certified?

Are certified financial planners happier and do they earn more? The CFP Board certainly thinks so.

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Moneyweek

What is the 60% tax trap?

If you’re a high earner - or about to become one - you may fall into the 60% tax trap. But what is it and how can you avoid it?

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Moneyweek

State pension fund ‘to run dry’ in 20 years ‒ will you get one?

Spending on state benefits, including the state pension, are set to escalate in the years ahead. Will you still get a state pension?

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