People have many different reasons for investing.

A specific goal or purchase, for education, for retirement or to maximise growth to build a legacy.

Clients will also have very different comfort levels when considering investment risk. No one likes loosing money but its a fact with investments that many fall at times. However the longer investments are held the more likley higher risk investments are to make a gain after all a fall in value will only be locked in if you cash in at the bottom of the market. Therefore time combined with your comfort level will be discussed in great detail when we provide advice.

Tax efficency is another key discussion point when looking at investing. There are many tools and products avalible to maximise tax efficncy and being independent advisers we consider them all for you.

Contact us for a free non-obligation meeting to discuss your objectives and our service in more detail.

Past performance is not an indicator of future performance. The value of investments and income derived from them may go down as well as up and you may not necessarily get back the amount you invested.  

Investment Solutions

Platform solutions

We may recommend that you hold and trade your investments and/or pensions in one place via a platform service. Under this solution, the funds are managed by Discretionary Fund Managers (DFM) through the construction of model portfolios which align to your attitude to risk and offer diversification. By opting for this solution, you will have easy access to valuations and up to date information via accessing the Platform where the funds are held. The DFMs will also send quarterly reports detailing the investment performance and valuation of your portfolio to keep you regularly updated. This solution also provides greater security for your funds as they are ringfenced from the DFMs.

Blogs and news about investments

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Positive Advisers Limited is an appointed representative of New Leaf Distribution Ltd who are authorised and regulated by the Financial Conduct Authority (FCA). FCA number is 460421.


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