Testimonials
Please read testimonials from some of our clients about our services. If you would like to add your own comments please log in and follow the links from there.
'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, Policy Advisor (Environment) and former Chief Executive, The National Sheep Association, Malvern. December 2008
I would like to take this opportunity to express my sincere thanks to you and your company for the way you professionally handled my enquiry about finance and insurance matters.
You made my partner and my own visits to your office a very refreshing experience. Your sensitivity and un-hurried manner in answering, and at times sensitive issues, a most comfortable journey into the World of our personal financial situation.
With you most valued help and assistance I am now fully aware of my future financial pathway. Your communication skills cannot be faulted and I received very clear and precise feedback in writing of our meetings with you and details of our instructions to purchase insurance.
I have, nor my partner, any hesitation without question the confidence to recommend your services to my family and friends.
Please feel able to use this testimonial about yourselves with my consent at any time for your assistance in your daily business.
I look forward to meeting with you again to do more financial business in the new coming year.
Ms Maureen Corbett, (Reg. Nurse RMN City Guilds 730.) October 2009
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In 2003 business had improved so that we could consider substantially increasing our regular pension contributions. We had an existing scheme with an insurer whose representative had been made redundant and the insurer was now closed to new business. The first thing Alex did was to examine this scheme in detail and he was able to present us, for the first time, with an explanation as to what had already accrued as we had been deluged with different policy numbers. Alex compared the costs and benefits of remaining with the existing insurer in detail compared with starting a new scheme with another insurer. We were delighted to learn that over the term of the pensions we could save a five figure sum in initial and ongoing charges by starting a more modern scheme. The effect of the lower charges is that we can look forward to larger pension funds at retirement. In our minds this fully vindicated the decision to seek advice. Where Alex really added value personally was in two particular areas. Firstly, his explanations whilst detailed were in language that we could understand. Secondly, in guiding all three members of the Scheme as to their investment options. The result is that we all have different strategies with which we feel comfortable. We have also used the sister firm General Insurance Services for our commercial motor insurances for some years. Mike’s knowledge of these insurances and prompt attention to claims matters gives great satisfaction. The service level is first-rate and has included out of office hours support in emergencies. Without doubt we would be pleased to recommend both Positive Wealth Creation Ltd and J R & M S Turco General Insurance Services to others.” |
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Paul Davey, Managing Director, Quintin Davey Ltd, Weston-super-Mare, Somerset |
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Maureen and I have known Jenni for more than 20 years, having been introduced though a professional adviser. Over this period Jenni and I have spent many hours planning for the future and the result has been that we are able to have a financially worry free retirement. In the early years we went through many different areas of financial planning, including Company pensions and life assurance, pensions for Employees. Latterly, since I have taken life more easily we have discussed the relative merits of annuities against other forms of pension income, as well as using PEP and now ISA allowances to supplement pension income in a tax-efficient manner. What has impressed me is Jenni’s clarity and detailed level of explanation. This gives great confidence that our pensions and investments perform as planned. Whilst I have good level of understanding about financial matters Jenni always presents alternatives to augment my ideas. It is a relationship built on mutual appreciation, trust and understanding. More recently if Jenni is not available I know that I can telephone the office and speak with Mike and Alex who will answer any queries and often provide alternative insights. The level of service afforded is excellent and I would not hesitate to recommend Positive Wealth Creation Ltd. |
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George Morgan, Bath, Somerset |
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Having known Jenni and Mike socially for many years I approached Jenni for some assistance with investments just over four years ago. In this time returns from many equity based investments have been poor and whilst not all of my investments transacted in this period show a profit, I have been pleased with the attention to risk management and portfolio construction shown over the period. In particular, my portfolio has been diversified over many different asset classes, sectors and geographical regions to reduce the risk. Since selling my business three years ago we try to have regular reviews of the portfolio, roughly every six months and sometimes more frequently, to ensure it is achieving my objectives. These meetings, coupled with excellent coffee, allows for a useful exchange of views and makes sure that Jenni, and more recently, Alex know about my affairs in detail. I particularly like the fact that records of my investments are stored on computer so that if anything happens to my records full details of my assets can be retrieved. I have already recommended Positive Wealth Creation Ltd to other friends and acquaintances and I would be delighted to do so to you. |
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Tony Pearman, Wedmore, Somerset |
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Almost twenty years ago Jenni invited the then Directors of the Company to attend a seminar that she was running on “Legitimate Financial Perks”. Initially, Jenni provided assistance so that the business could continue if something untoward happened to Senior Management. As the needs of the business changed this was kept under review. Since the original Directors retired towards the end of the 1990s, our involvement with Jenni has grown as she has undertaken in depth investigations into our previous pension schemes, which were very complicated, as well as providing simpler but more effective future pension strategies. We meet frequently throughout the year and as the business has developed particularly in the past twelve months we have reviewed the original reason Jenni visited and we have dramatically increased the protection of the business and ourselves. J enni has always appreciated that our first priority is to the business. This has meant that explanations and meetings have been kept salient and concise so that the benefit from our time together is maximised. We are sure that you or your business would benefit from talking to Positive Wealth Creation Ltd. |
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Jeff Jones & Mark Comerford, Directors, Joyner Morgan & Co (Avon) Ltd, Bristol |