Testimonials
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.”
