Preparing for a brighter financial future, together
Our Vision
Positive Wealth Creation exists to empower individuals to achieve financial security and thrive throughout their lives. We believe financial planning is a collaborative process that rests on trust, personalized guidance, and ongoing support.
Our Values
- Integrity: We uphold the highest ethical standards and act with transparency and transparency in all our client interactions.
- Client Focus: Your needs and goals are our top priority. We tailor our services to your unique financial situation and aspirations.
- Expertise: Our team boasts over 60 years of combined experience, ensuring informed and effective financial planning.
- Transparency: We believe in open communication and clear explanations, empowering you to understand your financial strategies.
- Sustainability: We advocate for responsible financial planning that contributes to a better future for generations to come.
Who We Serve
Our services cater to diverse individuals at different stages in their financial journeys. We work with:
- Those approaching retirement: Individuals planning for a secure and comfortable post-career life.
- Those already in retirement: Existing clients maximize the value of their wealth and enjoy their golden years.
- Members of the judiciary: We offer specialized guidance on navigating the complexities of the Judicial Pension Scheme.
- Those building wealth: Early planning for financial success ensures a prosperous future.
Our Approach
Positive Wealth Creation employs a holistic and personalized approach to financial planning, considering your individual:
- Financial goals and aspirations
- Risk tolerance
- Cash flow and investments
- Tax situation
- Estate planning needs
Why Choose Positive Wealth Creation?
- Access to experienced and qualified Chartered Financial Planners.
- Impartial and personalized guidance tailored to your specific circumstances.
- Comprehensive financial plans designed for sustainability and flexibility.
- Transparent communication and ongoing support throughout your journey.
Overall Experience
The reviews provide a mixed bag of opinions, with two 5-star reviews and one 1-star review.
Positive Aspects
Community-Oriented and Professional
The 5-star reviews praise the business for its community-oriented approach, collaborative nature, and investment in community projects. One reviewer mentions that the business has a "heart of gold" and provides a professional service. Another reviewer has been using the company for over 30 years and finds them to be trustworthy and helpful.
Negative Aspects
Poor Customer Service
The 1-star review expresses strong dissatisfaction with the business, citing rudeness, dismissiveness, and unfriendliness. The reviewer would not return to the business even if they were paid to do so.
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