Who are we?

Purposeful Group (formerly Finitor Wealth) are a National Financial Planning & Wealth Management Group with a difference. The journey started in 2018 when Paul Stokes and Richard Rhodes combined their 51 years of Financial Services experience to create a Group which was based around Responsible Business values and a true focus on our stakeholders. Fast forward five years and we have acquired, or taken majority ownership of, six high quality partner firms and a Group we are very proud of.

As of October 2023, we also have a new name – Purposeful Group. A name which we believe perfectly describes our approach and beliefs. We are Considerate. We are Responsible. And we are Purposeful. To read more about what we mean by this please visit our Responsible Business page.

We don’t view ourselves as a consolidator because our approach is different. We have a business model which considers stakeholders and values the brands and client relationships the firms we partner with have created. Support, expertise and the ability to work together with our Partner Firms on key strategic initiatives are benefits which we believe make us truly Purposeful.

Learn more about how we can help businesses.