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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.

 

PRIVACY STATEMENT   |   Copyright, Positive Advisers Ltd

 

Planning for retirement can just mean pensions. More often its around planning cash flow in retirement and building your resources to fund this cashflow while your working.

Building the resources called the accumilation phase will normally include pensions but can include many other elements such as ISA or property.

As Independent Financial Advisers we consider all aspects to ensure you get the retirement you desire.

What stage are you at?

learn more about your building phase

Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance is not a guide to future performance. 

Planning for retirement

Pension 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 pensions