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Introduction
Positive Wealth Creation is a team of experienced and passionate financial planners dedicated to guiding individuals and families towards financial success. We provide tailored financial plans that address your unique circumstances and aspirations, regardless of where you are in your financial journey.
Our Expertise
Our diverse team comprises qualified and experienced Chartered Financial Planners with over sixty years of combined experience. We have a proven track record of assisting individuals with:
- Those approaching retirement: Creating robust plans to ensure a comfortable and secure post-career.
- Those already in retirement: Optimizing your investments and wealth to maximize your enjoyment of life in retirement.
- Members of the judiciary: Specialized guidance on maximizing the potential of your Judicial Pension Scheme.
- Those building wealth: Developing and implementing strategies to achieve your financial goals and build financial security.
What Sets Us Apart
We believe in building strong relationships with our clients, based on trust, understanding, and open communication. We take the time to get to know you, your financial goals, and your individual circumstances. This allows us to tailor a financial plan that is specifically designed for you.
The Positive Wealth Creation Difference
Choosing Positive Wealth Creation means:
- Chartered Expertise: We are proud to be a Chartered Financial Planning practice, upholding the industry's highest standards of professionalism and capability.
- Tailored Solutions: No two clients are alike. We take the time to understand your unique needs and aspirations to create a personalized plan for success.
- Client-Focused Approach: We prioritize open communication and transparency, ensuring you are always informed and involved throughout the process.
Conclusion
Positive Wealth Creation empowers you to take control of your financial future and achieve lasting financial security. Partner with us and take the first step towards a secure and prosperous future.
Review Summary
The reviews are a mix of opinions, with some users expressing negative experiences and others having positive ones.
Negative Experiences
Lauren Hill, who gave a rating of 1 star, had a disappointing experience. She described the service as rude, dismissive, and unfriendly, stating that she would not return even if offered payment. The term "Negative wealth" was used, suggesting a lack of value for money, and the reviewer concluded with "shove off more like."
Positive Experiences
On the other hand, BoS FoodFestival gave a rating of 5 stars, praising the service as supportive, collaborative, and a real heart of the community. The business was described as family-run and committed to investing time and money in community projects, earning them the title of "heart of gold."
Sally Turner also gave a rating of 5 stars, finding the service to be trustworthy, helpful, and professional. She has been using the company for over 30 years and described the experience as excellent.
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