01278788646 enquiries@pwcltd.co.uk

Welcome to Autumn

7th September 2021

Summer is over and the children have returned to school. Just like most other years except we have to continue to live with high case rates of Covid 19. We have kept the changes to our office layout made last year to enable you to visit and to allow our colleagues to work in a safe manner. We know we cannot eliminate the risk of Covid, so we think it is reasonable still to attempt to mitigate the risk. 

We are pleased to welcome Hannah Carr for a two week paid placement. Continuing our tradition of working with the University of the West of England, Hannah is a current Accounting & Finance student who will be working remotely on a couple of investment projects.

If you have not had chance to take stock of your finances this year, now is a good time. Why? 

  1. Lack of Covid-19 restrictions means that if you prefer in person meetings, these can take place in a distanced manner. Our virtual service remains available as well;
  2. Act before any winter wave imposes new restrictions or inflicts further financial or economic damage;
  3. Fail to plan, plan to fail - forward planning for the new circumstances remains vital to establishing and achieving personal and financial goals;
  4. If there have been any developments in your circumstances concerning employment, bringing forward retirement, requirements for cash or other changes, we can advise you better if we are up to date.

We have published our latest investment commentary here for your early Autumn consideration.


Harvest time

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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.

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