Supporting you and your family to build your wealth and investments

 

We’ll help you to invest in your future

We support people from just starting out to work through to managing great wealth later in wealth. All of our advisers are experienced adviser some specialising in niche and complex financial planning areas. If you have a Financial Planning Issue contact us today we take pride in explaining complex financial issues in plain English.

Our services for individuals

Supporting you
and your business

We can help new start-up businesses or support well-established businesses. We can support the smaller teams and maximise the potential of larger businesses.

 
 

30 years of combined financial experience
supporting families and businesses

 

FCA authorised

We are fully authorised by the FCA but we fall under the umbrella of New Leaf Distribution who provide us with all our compliance support and audit all our financial planning advice to offer you maximum peace of mind.

Free consultation

We provide the first 30 minutes of our time to you at our expense so we can get to know each other. The aim is for us to know we can add value to you and you to feel comfortable with us.

Impartial financial advice

Being Independent means we work for you to search the market for the best solutions for your unique personal and financial circumstances.

Specialist expertise

All our adviser take part in weekly and ongoing professional development to ensure our knowledge is sharp and current to to provide the best outcomes in advice to you.

 

Latest news and insights from our team

Financial insights
How much should I be saving into my pension?</strong>
How much should I be saving into my pension?

Pension advice from Positive Advisers in deciding how much to put into your pension is a very personal matter. It will depend on your income now, your disposable monthly income after paying all your bills, your aspirations for retirement and most importantly your age.

A story of critical illness and how my client benefited from the policy
A story of critical illness and how my client benefited from the policy

It’s with pleasure I can share a good news story how I helped one of my clients who unfortunately suffered a critical illness. Before I get to the story for those that do not know let me tell you what a critical illness policy is.

Case study: Equity release and divorce
Case study: Equity release and divorce

This is a real-life case in 2020 where an equity release agreement has helped a couple separate in later life and for our client to retain ownership of the matrimonial home and importantly remain living in their home with no change to their standard of living.

Investment planning – saving and investing for success
Investment planning – saving and investing for success

We all have dreams for the future, and many of those dreams require money and planning to make them become a reality – Reaching those milestones starts with financial goal setting.