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
“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
“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.”
"Thanks for all your time and expertise over the years looking after my investments. My daughter and I always look forward to meeting you, Alex and the team every year."
Mrs. Whittle, Bridgwater
“It never occurred to me to ask for financial advice until by chance, a respected friend introduced us. your advice and support over a long-standing complex Family Trust issue made all the difference due to your practical common sense, which was approved and admired by my Solicitor, who is a member of the Society of Trust & Estate Practitioners (STEP)”
Mrs. C, Wiltshire
Long Term Care and Fee Planning
"My husband's catastrophic stroke in 2011 coupled with the untimely death of my only sister radically changed our financial circumstances. We need reliable advice to maximise our income and ensure good capital growth to cope with the many demands of the new lifestyle. We have been delighted with the recommendations and supporrt we have received from Jennu and team. We would not be in the position we are today without their excellent professional service."