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News Announcements

8 March 2010: 17 working days until the end of the tax year. See the March 2010 Opportunities guide in the publications section of this website for our end of tax-year checklist!

1 March 2010: Monthly commentaries updated and added to the publications section of this website. This month's Fund Bulletin contains some thoughts on the high profile launch of the Fidelity China Special Situations Investment Trust, to be managed by renowned fund manager, Anthony Bolton.

26 February 2010: We have updated the staff profile pages on this website.

25 February 2010: Quarterly Client Newsletters sent out by post. Please let us know if you do not receive your copy or would like additional copies for friends or relatives.

18 January 2010: Investors with New Star ISAs are receiving circulars about a transfer to Henderson ISAs, following the acquisiton of New Star's funds by Henderson last year. We are happy for investors to accept this recommendation since it is not disadvantageous. However, this could be an appropriate opportunity to consolidate your ISA / Fund portfolio onto a Fund Platform to benefit from centralised administration. On these points please contact us should you require specific information about suitability based on your circumstances.

12 January 2010: If you want to talk to us face to face but from the warmth of your home during the cold winter weather we have Skype and other Messanging Software linked directly to our meeting room.

6 January 2010: 15cm of snow here in Burnham and the office was open promptly at 9am. However, we have received no post today and not all staff have been able to attend. If you cannot attend a meeting here please let us know at the earliest opportunity. If we are due to travel to you and local road conditions are unsafe we would appreciate your guidance. The office will shut at 4.30pm today to allow staff the chance to travel home whilst there is some light.

4 January 2010: Quarterly product guides completed and ready for issue.

18 December 2009: Congratulations to Alex Turco for passing J05, Pension Income Options, an exam offered by the Chartered Insurance Institute, which he took in October.

11 December 2009: We hope you like the new look Home Page. Do have a play with the Asset TV and FTSE extra functionality!

9 December 2009: New page added to this site for Publications - found in the News section. Download our monthly commentaries directly to your computer. Please remember to ask our advice before proceeding with any course of action that might result.

6 October 2009: Extra ISA Day! The ISA allowance increases to £10200 today for over 50s, of which a maximum of £5100 can be invested into a Cash ISA. Make the most of the opportunities for tax-free interest and capital growth afforded by the ISA by contacting us today.

21 September 2009: Congratulations to Dan Broom on passing his Diploma exam, J01 on Personal Taxation.

4 September 2009: Did you know that we have Skype in case you wish to talk to us face to face, but over the internet? Drop us a line for our Skype address.

21 August 2009: We would like to welcome Natalie Yarwood to our team. Natalie will be joining for one weeks' work experience from Monday, 24 August.

17 August 2009: We have recently become enhanced members of unbiased.co.uk, the professional advice search website. We would like to welcome any visitors to our website who have searched for an IFA in this way.

31 July 2009: We've had a new front door sign installed to reflect the fact that Positive Wealth Creation Ltd is a firm of Chartered Financial Planners.

8 July 2009: A team from Positive Wealth Creation Ltd won the Insurance Institute of Bristol's annual Treasure Hunt around Bristol on 7th July. Scoring 320 points out of 350, the team won a tie break with the question 'what is 20% of 850', which Alex answered correctly and most quickly!

6 July 2009: The internal office redecoration and reorganisation has been completed. We now have two private meeting rooms, all spruced up and ready to welcome you.

We held our 2009 Budget Opportunities Seminar on Tuesday, 28th April 2009 from 4.30pm to 6.15pm at Burnham & Berrow Golf Club. Let us know if you would like copies of the presentations.

The Chartered Insurance Institute (CII) has awarded the prestigious ‘Chartered Financial Planners' title to Positive Wealth Creation Ltd. Chartered status is an exclusive title only awarded to firms, which meet rigorous criteria 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. To date around 250 firms have achieved Chartered Financial Planners status nationally, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.

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Positive Wealth Creation Ltd

55 Victoria Street
Burnham on Sea
Somerset
TA8 1AW

T: 01278 788646

F: 01278 789237

E: enquiries@pwcltd.co.uk

    • Welcome

     

    'Creating Long Term Wealth and Immediate Financial Security since 1972’

    Thank you for visiting our website. 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.

     

    Our clients benefit from our services because they want to:

    • Feel understood;
    • Work with someone they can trust;
    • Make intelligent choices based on impartial research;
    • Know what actions to take to get them to where they want to go.

    You might:

    • Have an existing investment portfolio but be unsure of its progress or whether its composition is consistent with your objectives.
    • Need to consider additional pension provision to boost your retirement funds or to save income tax.
    • Want help with the many forms and options from multiple pension providers as you approach retirement.
    • Have received a recent inheritance, proceeds from a property sale or lottery win, and want to know how to invest the funds.
    • Wish to protect your family through organising life insurance or making your affairs inheritance tax efficient.

    In 2008, the Chartered Insurance Institute (CII) awarded the company the title of 'Chartered Financial Planners'. This exclusive award has been received by less than 250 firms in the United Kingdom and is reserved for those businesses meeting rigorous criteria 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.

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    Positive Wealth Creation Ltd is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 481182

    Positive Wealth Creation Ltd
    Registered Address:
    55 Victoria Street, Burnham on Sea, Somerset, TA8 1AW
    Registered in England, No. 4802683

    The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

    The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

    Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

    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.