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Publications

Senior Paraplanner Vacancy

Join our team: An excellent opportunity has arisen for a Senior Paraplanner to join a leading firm of Chartered Financial Planners in Somerset. This long-standing family business specialises in investment and pension advice to individuals and has a loyal, but growing, client base.!

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Summer 2021 Newsletter

In the summer edition of our newsletter we highlight the resumption of dividend payments, tax planning strategies for families and planning now for IHT before potential reforms come into effect.

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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.

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