Asset Allocation
Asset allocation choice is the critical element in determining long-run investment performance
As a provider of independent financial advice, our aim is to work with you to understand where you are now, what you wish to accomplish or create, what is important to you and the challenges you face, to create tailor made financial plans.
Over the years, we have been able to satisfy clients ranging from family and friends, members of the local community, regional leaders and national organisations to members of the Judiciary.
Since 2008, the Chartered Insurance Institute (CII) has awarded the company the title of 'Chartered Financial Planners'. This exclusive award has been received by around 700 firms in the United Kingdom and is reserved for those businesses meeting a 'Gold Standard' relating to professionalism and capability. All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
Asset allocation choice is the critical element in determining long-run investment performance
Tax and Trusts have been another long term strength by wrapping simple life assurance policies in a Trust so that wealth can cascade down through the generations.
Retirement Planning is now a holistic service where traditional pension products are compared with other investment options to achieve the goal of financial independence.
Both Investment and Pension products can be wrapped in a Trust for Inheritance Tax purposes where we have accumulated a lifetime of Case Work.
Some of our clients allowed us to share their Positive Wealth Creation experiences with you.
"You made my partner and may own visits to your office a very refreshing experience. A most comfortable journey into the World of our personal financial situation."
Positive Wealth Creation Ltd is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 481182 http://www.fca.org.uk/register.
Positive Wealth Creation Ltd Registered Address: 55 Victoria Street, Burnham on Sea, TA8 1AW. Registered in England & Wales, No. 4802683.
Neither Positive Wealth Creation Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.
The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
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The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
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