01278788646 enquiries@pwcltd.co.uk


Personal Financial Management

“I just wanted you to know that I really am most grateful to you both for the careful, impartial and very professional way in which you take care of my affairs.”

John Thorley OBE, FRAgS, Founder Chairman of the Campaign for Wool

Alternatives to Cash Deposits

“Once again I have to say the service is excellent. Always there when I need any help or advice.”

Mrs Densley, Bristol

At Retirement

“Alex and previously Jenni have looked after me for over 40 years now and have always given the best possible advice for my circumstances and now I have retired Alex has guided me through my options to provide for a comfortable future, I have recommended Alex to family and friends and they have been extremely impressed by his dedication to look after their financial requirements. I would have no hesitation in advising anyone who may ask to use the services of Positive Wealth Creation Ltd.”

Mr West, Bristol

Investment Advice

“Since Positive Wealth Creation Ltd. has managed my portfolio I have been pleased with the attention to risk management and portfolio construction. In particular, my portfolio has been diversified over many different asset classes, sectors and geographical regions to reduce the risk. I have face-to-face meetings roughly every six months to review the portfolio. These meetings allow for a useful exchange of views and make sure that Jenni, and more recently, Alex know about my affairs in detail.”

Tony Pearman

Retirement and Investments for Income

“Thank you for your help during the past year. I am now beginning to relax and enjoy my retirement and hope to get a couple of holidays booked shortly!”

Mr & Mrs Dean, Bridgwater

Long Term Care and Fee Planning

“Many thanks to you, Jenni and your staff for your continuing valuable help and advice this past year.”

Jane and Juliet

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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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