Helping you feel good about your money
Independent financial advice for clients aged 45+ with £500,000 or more to invest
Serving Northamptonshire, Essex, and surrounding areas
Fill in the form below and one of our team will be in touch within 24 hours!
Are We the Right Fit for You?
We work with individuals aged 45 and over who have £500,000 or more to invest and want to feel confident, secure, and well-advised about their financial future.
Whether you're:
– Retired or approaching retirement
– Planning for inheritance
– Investing after a major life event
– Looking for better clarity and tax efficiency
…we’re here to help…
Why People Trust Positive Advisers
✅ Friendly, approachable, and fully independent
✅ Expert investment guidance tailored to your risk profile
✅ Proven tax-efficient strategies for income and inheritance
✅ No jargon, no pressure — just clear advice you understand
✅ Offices in Corby & Witham, serving local clients in person and remotely
What our clients say! Source google reviews
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“Mark has been my financial advisor for over 15 years. During this time he has helped me with many financial issues, such as setting up mortgages and refinancing. Whenever I’ve had a query about something money related he has always come up with a great solution. He also looked into my personal pension plan and this has flourished with his guidance. I highly recommend him and look forward to the next 15 years.”
Keith Bentley
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“We were at a crossroads in our financial planning and needed an urgent review. Mark spent some time with us and listened and understood our needs before providing excellent advice to help steer the way forward. We found Mark to be very helpful, very knowledgeable and professional, all delivered with a relaxed manner. We would certainly recommend Mark and Positive Advisers to anyone looking for advice or to plan their financial future.”
Stuart Fisher
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“Mark was extremely helpful today. I felt relaxed, well looked after and well informed. As soon as I arrived, I was greeted with warmth and offered a beverage. I'm extremely grateful to Mark, he explained everything to me and I feel totally assured with the conclusion of the meeting. The offices are in a lovely, quiet area and the whole place is modern and clean. I would definitely recommend Positive Advisers for all the financial help you need. Thank you Positive Advisers.”
Belinda Chidley
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“I have worked with Mark for over 20 years. I value his advice and professionalism. I highly recommend.”
Lisa Winters
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"I wish I'd phoned Mark years ago! I put off doing all of the 'hard stuff' (pension planning, wills, life insurance etc) for years, because it was overwhelming. Mark took away all of the complication, and walked me through everything I needed to do in a calm, professional and non-judgemental way. Couldn't recommend more highly. I now feel far more in control of my financial future."
Juliet Mathers
Let’s Have a Conversation
If you’re aged 45+ with £500,000 or more to invest, and want financial advice you can trust and understand — we’d love to help.
📞 Click below to schedule your free consultation.
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
