01278788646 enquiries@pwcltd.co.uk

Our Services

Our clients want to

  • Feel understood
  • Work with someone they can trust
  • Make intelligent choices based on impartial research
  • Know what actions to take to get them to where they want to go

You might

  • Have an existing investment portfolio but be unsure of its progress or whether its composition is consistent with your objectives.
  • Need to consider additional pension provision to boost your retirement funds or to save income tax.
  • Want help with the many forms and options from multiple pension providers as retirement is approached.
  • Have received a recent inheritance, proceeds from a property sale or lottery win, and want to know how to invest the funds.
  • Wish to protect your family through organising life insurance or making your affairs inheritance tax efficient. This may include the use of Trusts.
  • Require assistance organising a relative's finances to fund nursing care fees.

 

Investment Planning

Asset allocation choice is the critical element in determining long-run investment performance

Care fee planning

The requirement for care can be a stressful time. We hope to help alleviate some of that stress and potentially bring you peace of mind.

Retirement Planning

Retirement Planning is now a holistic service where traditional pension products are compared with other investment options to achieve the goal of financial independence.

Taxation & Trusts

Income and capital require appropriate structuring to benefit from allowances in life and on death.
Office location

      CII Chartered logo

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.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.