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Corporate Social Responsibility Report

7th August 2019

Corporate Social Responsibility Report
Year to 31 March 2019.

Positive Wealth Creation Ltd wishes to improve relations with the people and environments affected by business operations beyond compliance with regulation and legislation. Our approach to Corporate Social Responsibility is through economic responsibility and the promotion of community cohesion in our locality.

We achieve our aims in two ways. Firstly, to promote the awareness of financial planning to students through our Course Connect partnership with the University of the West of England. Secondly, to promote community cohesion in our home town of Burnham-on-Sea and its environs by supporting local events and some non profit organisations.

We have a separate environmental management policy, which emphasises the importance of recycling and reduction of resource use including single use plastics.

We review our policy annually and publish this report on activities annually.

Supporting the next generation of financial services employees with the University of the West of England

Course Connect partner delivering:
Annual Guest Lecture in Personal Financial Planning;
2018 prize for the best student in Personal Financial Planning;
2018 Careers fair attendance with Vivine Cameron, Education Partnerships Executive at the Chartered Insurance Institute;
2018 summer paid student placement;
Membership of the Academic Advisory Board for Accounting, Economics and Finance.

Supporting the Burnham-on-Sea area Community
Donations / Sponsorships in order of size:
Burnham on Sea Chamber of Trade and Commerce

For the 2018 Christmas Lights display
For its 2019 Shoppers’ Guide
For its web URLs

Highbridge & Burnham on Sea Carnival Ltd

For its 2018 procession

Burnham on Sea & Highbridge Town Council

For the 2018 Fireworks Display
Mayor’s Charity Auction

Ritz Social Club

For the installation of a defibrillator in Victoria Street

St Andrew’s Church

For the 2018 Christmas Tree Festival

Save the Children

For the 2018 Christmas Jumper Day

In Charley’s Memory

Raffle Prize for Annual Ball

Burnham Area Youth Centre

Old IT equipment


Burnham-on-Sea Chamber of Trade & Commerce

Somerset Chamber of Commerce

Royal Bath & West of England Society


Issue date: 31 July 2019

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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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