Investment planning
Asset allocation choice is the critical element in determining long-run investment performance
As a provider of independent financial advice to individuals, Trustees, Attorneys, and small businesses, 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.
Our client groups are varied: ranging from members of the local community to regional leaders and national organisations. We have a particular specialism concerning the Judicial Pension.
Since 2008, the Chartered Insurance Institute (CII) has awarded the company the title of 'Chartered Financial Planners'. This exclusive award is subject to annual reassessment and is reserved for those businesses meeting a 'Gold Standard' relating to professionalism and capability. This means that we follow a demanding code of ethical practice and places clients' interests at the heart of the advice given.
During the pandemic you might not want to meet in person. We can arrange video calls via Zoom and Teams.
Asset allocation choice is the critical element in determining long-run investment performance
The requirement for care can be a stressful time. We hope to help alleviate some of that stress and potentially bring you peace of mind.
Retirement Planning is now a holistic service where traditional pension products are compared with other investment options to achieve the goal of financial independence.
Income and capital require appropriate structuring to benefit from allowances in life and on death.
Some of our clients allowed us to share their Positive Wealth Creation Ltd experiences with you.
"Convincing advice and recommendations and ability to convey a clear message of interest suitable for our needs."
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.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk.
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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